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
1526
$1.49K ﹤0.01%
+82
1527
$1.47K ﹤0.01%
+31
1528
$1.46K ﹤0.01%
86
1529
$1.46K ﹤0.01%
+25
1530
$1.46K ﹤0.01%
+24
1531
$1.45K ﹤0.01%
+7
1532
$1.45K ﹤0.01%
+246
1533
$1.44K ﹤0.01%
47
+14
1534
$1.44K ﹤0.01%
+81
1535
$1.43K ﹤0.01%
65
1536
$1.42K ﹤0.01%
+214
1537
$1.42K ﹤0.01%
34
1538
$1.42K ﹤0.01%
43
-895
1539
$1.42K ﹤0.01%
+195
1540
$1.41K ﹤0.01%
+32
1541
$1.41K ﹤0.01%
108
+104
1542
$1.39K ﹤0.01%
97
+71
1543
$1.39K ﹤0.01%
+15
1544
$1.39K ﹤0.01%
+72
1545
$1.39K ﹤0.01%
+33
1546
$1.38K ﹤0.01%
+53
1547
$1.38K ﹤0.01%
+113
1548
$1.37K ﹤0.01%
43
-890
1549
$1.36K ﹤0.01%
+42
1550
$1.36K ﹤0.01%
+158
60 61
62
63 64