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
126
$1.01M 0.2%
3,879
+859
127
$1.01M 0.2%
26,658
+10,916
128
$1M 0.19%
3,188
+2,472
129
$987K 0.19%
19,835
+7,756
130
$957K 0.19%
1,146
+272
131
$951K 0.18%
259
+60
132
$946K 0.18%
13,012
-1,919
133
$936K 0.18%
2,255
+800
134
$929K 0.18%
13,258
+2,911
135
$921K 0.18%
12,375
-1,280
136
$918K 0.18%
6,218
+677
137
$912K 0.18%
22,401
+1,411
138
$910K 0.18%
2,537
+165
139
$901K 0.17%
3,621
+788
140
$899K 0.17%
4,929
+4,880
141
$897K 0.17%
4,311
+444
142
$894K 0.17%
3,459
+566
143
$890K 0.17%
50,686
+15,679
144
$884K 0.17%
7,409
+2,978
145
$881K 0.17%
9,120
+3,730
146
$877K 0.17%
12,346
+3,223
147
$867K 0.17%
16,022
+890
148
$853K 0.17%
5,332
+914
149
$836K 0.16%
10,029
-40
150
$836K 0.16%
9,017
+914
4 5
6
7 8