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
1451
$2.21K ﹤0.01%
+137
1452
$2.21K ﹤0.01%
49
+46
1453
$2.2K ﹤0.01%
+42
1454
$2.18K ﹤0.01%
+36
1455
$2.17K ﹤0.01%
58
1456
$2.16K ﹤0.01%
+61
1457
$2.14K ﹤0.01%
36
+32
1458
$2.13K ﹤0.01%
25
1459
$2.12K ﹤0.01%
+161
1460
$2.1K ﹤0.01%
+163
1461
$2.09K ﹤0.01%
86
+8
1462
$2.06K ﹤0.01%
+109
1463
$2.06K ﹤0.01%
+87
1464
$2.05K ﹤0.01%
+39
1465
$2.04K ﹤0.01%
63
1466
$2.03K ﹤0.01%
+30
1467
$2.02K ﹤0.01%
87
+76
1468
$2.02K ﹤0.01%
+67
1469
$2.01K ﹤0.01%
+48
1470
$2.01K ﹤0.01%
+56
1471
$2.01K ﹤0.01%
+130
1472
$2K ﹤0.01%
+24
1473
$1.98K ﹤0.01%
44
+3
1474
$1.98K ﹤0.01%
+100
1475
$1.97K ﹤0.01%
+17
57 58
59
60 61