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
1676
$745 ﹤0.01%
+59
1677
$741 ﹤0.01%
+41
1678
$740 ﹤0.01%
+93
1679
$737 ﹤0.01%
+12
1680
$737 ﹤0.01%
+33
1681
$731 ﹤0.01%
+2
1682
$730 ﹤0.01%
13
+10
1683
$725 ﹤0.01%
+22
1684
$725 ﹤0.01%
+99
1685
$724 ﹤0.01%
+21
1686
$720 ﹤0.01%
14
1687
$714 ﹤0.01%
+37
1688
$713 ﹤0.01%
20
1689
$708 ﹤0.01%
+4
1690
$703 ﹤0.01%
+4
1691
$694 ﹤0.01%
11
+8
1692
$691 ﹤0.01%
+8
1693
$685 ﹤0.01%
+4
1694
$681 ﹤0.01%
24
1695
$677 ﹤0.01%
+19
1696
$674 ﹤0.01%
9
+6
1697
$667 ﹤0.01%
+54
1698
$664 ﹤0.01%
10
+7
1699
$663 ﹤0.01%
14
1700
$662 ﹤0.01%
+19
66 67
68
69 70