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
1601
$1.11K ﹤0.01%
17
-4,963
1602
$1.1K ﹤0.01%
+85
1603
$1.1K ﹤0.01%
138
-7,805
1604
$1.09K ﹤0.01%
+49
1605
$1.09K ﹤0.01%
145
+117
1606
$1.09K ﹤0.01%
+12
1607
$1.08K ﹤0.01%
+14
1608
$1.08K ﹤0.01%
+12
1609
$1.08K ﹤0.01%
25
-20
1610
$1.08K ﹤0.01%
+9
1611
$1.08K ﹤0.01%
+21
1612
$1.07K ﹤0.01%
48
1613
$1.07K ﹤0.01%
39
+16
1614
$1.06K ﹤0.01%
19
+15
1615
$1.06K ﹤0.01%
17
+16
1616
$1.05K ﹤0.01%
+30
1617
$1.04K ﹤0.01%
46
+30
1618
$1.02K ﹤0.01%
+27
1619
$1.02K ﹤0.01%
+410
1620
$1.01K ﹤0.01%
+13
1621
$1.01K ﹤0.01%
+54
1622
$1.01K ﹤0.01%
11
+7
1623
$1.01K ﹤0.01%
+12
1624
$993 ﹤0.01%
+25
1625
$989 ﹤0.01%
+90
63 64
65
66 67