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
1501
$1.75K ﹤0.01%
+33
1502
$1.71K ﹤0.01%
+70
1503
$1.71K ﹤0.01%
19
1504
$1.7K ﹤0.01%
59
+55
1505
$1.67K ﹤0.01%
+26
1506
$1.66K ﹤0.01%
45
+17
1507
$1.65K ﹤0.01%
21
+20
1508
$1.64K ﹤0.01%
+45
1509
$1.63K ﹤0.01%
+116
1510
$1.6K ﹤0.01%
+35
1511
$1.59K ﹤0.01%
25
1512
$1.58K ﹤0.01%
7
+6
1513
$1.58K ﹤0.01%
+133
1514
$1.58K ﹤0.01%
87
+29
1515
$1.57K ﹤0.01%
+70
1516
$1.57K ﹤0.01%
33
-163
1517
$1.56K ﹤0.01%
+20
1518
$1.54K ﹤0.01%
+10
1519
$1.54K ﹤0.01%
+13
1520
$1.53K ﹤0.01%
+52
1521
$1.53K ﹤0.01%
+20
1522
$1.52K ﹤0.01%
24
+20
1523
$1.51K ﹤0.01%
27
-4,868
1524
$1.51K ﹤0.01%
78
+73
1525
$1.49K ﹤0.01%
14
+12
59 60
61
62 63