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
1576
$1.22K ﹤0.01%
+14
1577
$1.21K ﹤0.01%
100
+61
1578
$1.2K ﹤0.01%
+70
1579
$1.2K ﹤0.01%
+85
1580
$1.2K ﹤0.01%
58
-6,043
1581
$1.18K ﹤0.01%
+210
1582
$1.18K ﹤0.01%
+59
1583
$1.17K ﹤0.01%
+25
1584
$1.16K ﹤0.01%
+26
1585
$1.16K ﹤0.01%
+13
1586
$1.15K ﹤0.01%
+250
1587
$1.14K ﹤0.01%
50
1588
$1.14K ﹤0.01%
57
-93
1589
$1.14K ﹤0.01%
+83
1590
$1.13K ﹤0.01%
+11
1591
$1.13K ﹤0.01%
21
1592
$1.13K ﹤0.01%
5
+4
1593
$1.13K ﹤0.01%
36
1594
$1.12K ﹤0.01%
9
+7
1595
$1.12K ﹤0.01%
+152
1596
$1.12K ﹤0.01%
14
+13
1597
$1.11K ﹤0.01%
+102
1598
$1.11K ﹤0.01%
24
+22
1599
$1.11K ﹤0.01%
9
+2
1600
$1.11K ﹤0.01%
+100
62 63
64
65 66