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
1476
$1.97K ﹤0.01%
+23
1477
$1.97K ﹤0.01%
21
-7
1478
$1.96K ﹤0.01%
+25
1479
$1.96K ﹤0.01%
+23
1480
$1.96K ﹤0.01%
149
+145
1481
$1.95K ﹤0.01%
+32
1482
$1.94K ﹤0.01%
250
1483
$1.91K ﹤0.01%
+55
1484
$1.9K ﹤0.01%
9
1485
$1.89K ﹤0.01%
+103
1486
$1.87K ﹤0.01%
87
+83
1487
$1.87K ﹤0.01%
82
+25
1488
$1.86K ﹤0.01%
86
+43
1489
$1.86K ﹤0.01%
+114
1490
$1.85K ﹤0.01%
+47
1491
$1.84K ﹤0.01%
23
1492
$1.84K ﹤0.01%
+64
1493
$1.84K ﹤0.01%
+41
1494
$1.83K ﹤0.01%
+411
1495
$1.83K ﹤0.01%
+140
1496
$1.8K ﹤0.01%
+1
1497
$1.8K ﹤0.01%
+33
1498
$1.79K ﹤0.01%
+68
1499
$1.77K ﹤0.01%
48
-373
1500
$1.76K ﹤0.01%
27
+23
58 59
60
61 62