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
1551
$1.34K ﹤0.01%
32
-124
1552
$1.34K ﹤0.01%
+22
1553
$1.32K ﹤0.01%
+33
1554
$1.32K ﹤0.01%
+189
1555
$1.31K ﹤0.01%
28
+4
1556
$1.31K ﹤0.01%
46
+45
1557
$1.31K ﹤0.01%
+23
1558
$1.31K ﹤0.01%
95
+81
1559
$1.3K ﹤0.01%
+7
1560
$1.3K ﹤0.01%
+276
1561
$1.3K ﹤0.01%
+51
1562
$1.3K ﹤0.01%
39
1563
$1.29K ﹤0.01%
9
+6
1564
$1.29K ﹤0.01%
+10
1565
$1.29K ﹤0.01%
+11
1566
$1.29K ﹤0.01%
28
+1
1567
$1.28K ﹤0.01%
+23
1568
$1.28K ﹤0.01%
86
1569
$1.27K ﹤0.01%
+30
1570
$1.26K ﹤0.01%
+46
1571
$1.26K ﹤0.01%
+145
1572
$1.24K ﹤0.01%
+11
1573
$1.23K ﹤0.01%
+60
1574
$1.23K ﹤0.01%
+209
1575
$1.22K ﹤0.01%
+11
61 62
63
64 65