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
1651
$833 ﹤0.01%
17
+11
1652
$829 ﹤0.01%
14
-17
1653
$821 ﹤0.01%
+16
1654
$818 ﹤0.01%
+47
1655
$815 ﹤0.01%
+48
1656
$813 ﹤0.01%
25
+13
1657
$812 ﹤0.01%
+18
1658
$809 ﹤0.01%
174
1659
$806 ﹤0.01%
+36
1660
$803 ﹤0.01%
27
1661
$800 ﹤0.01%
30
1662
$799 ﹤0.01%
19
-91
1663
$795 ﹤0.01%
+52
1664
$794 ﹤0.01%
+63
1665
$792 ﹤0.01%
11
1666
$787 ﹤0.01%
+12
1667
$784 ﹤0.01%
+26
1668
$784 ﹤0.01%
+26
1669
$770 ﹤0.01%
+17
1670
$770 ﹤0.01%
20
-16
1671
$768 ﹤0.01%
20
-13
1672
$767 ﹤0.01%
+15
1673
$764 ﹤0.01%
+8
1674
$758 ﹤0.01%
+32
1675
$746 ﹤0.01%
+51
65 66
67
68 69