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
1626
$980 ﹤0.01%
+77
1627
$971 ﹤0.01%
17
-20
1628
$971 ﹤0.01%
27
-448
1629
$967 ﹤0.01%
+81
1630
$960 ﹤0.01%
+113
1631
$954 ﹤0.01%
+49
1632
$939 ﹤0.01%
+10
1633
$938 ﹤0.01%
10
-18
1634
$932 ﹤0.01%
+14
1635
$925 ﹤0.01%
+19
1636
$924 ﹤0.01%
+3
1637
$923 ﹤0.01%
+23
1638
$914 ﹤0.01%
+63
1639
$903 ﹤0.01%
53
+35
1640
$902 ﹤0.01%
+21
1641
$894 ﹤0.01%
31
+25
1642
$887 ﹤0.01%
+142
1643
$886 ﹤0.01%
+10
1644
$874 ﹤0.01%
+20
1645
$862 ﹤0.01%
15
1646
$852 ﹤0.01%
+43
1647
$848 ﹤0.01%
29
1648
$846 ﹤0.01%
+85
1649
$842 ﹤0.01%
+38
1650
$834 ﹤0.01%
10
64 65
66
67 68