SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,890
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.63M
3
+$4.99M
4
MSFT icon
Microsoft
MSFT
+$4.61M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.56M

Top Sells

1
+$3.32M
2
+$3.26M
3
+$2.15M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$1.32M
5
QSIG
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
+$1.19M

Sector Composition

1 Technology 13.32%
2 Financials 6.95%
3 Healthcare 6.33%
4 Consumer Discretionary 5.09%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$2.45K ﹤0.01%
99
-285
1427
$2.44K ﹤0.01%
+129
1428
$2.44K ﹤0.01%
21
+19
1429
$2.43K ﹤0.01%
10
+9
1430
$2.42K ﹤0.01%
+53
1431
$2.42K ﹤0.01%
63
+37
1432
$2.41K ﹤0.01%
+23
1433
$2.36K ﹤0.01%
+89
1434
$2.35K ﹤0.01%
+13
1435
$2.35K ﹤0.01%
+22
1436
$2.33K ﹤0.01%
+21
1437
$2.32K ﹤0.01%
85
-23
1438
$2.32K ﹤0.01%
+89
1439
$2.32K ﹤0.01%
+169
1440
$2.31K ﹤0.01%
16
+15
1441
$2.31K ﹤0.01%
+82
1442
$2.3K ﹤0.01%
79
1443
$2.29K ﹤0.01%
+51
1444
$2.29K ﹤0.01%
+269
1445
$2.28K ﹤0.01%
+166
1446
$2.27K ﹤0.01%
+782
1447
$2.27K ﹤0.01%
3
+2
1448
$2.24K ﹤0.01%
+401
1449
$2.22K ﹤0.01%
34
+31
1450
$2.22K ﹤0.01%
140
56 57
58
59 60