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
1701
$656 ﹤0.01%
+18
1702
$651 ﹤0.01%
16
+10
1703
$634 ﹤0.01%
+20
1704
$632 ﹤0.01%
+15
1705
$630 ﹤0.01%
+19
1706
$627 ﹤0.01%
10
1707
$625 ﹤0.01%
+13
1708
$623 ﹤0.01%
+12
1709
$623 ﹤0.01%
6
+4
1710
$611 ﹤0.01%
+6
1711
$610 ﹤0.01%
+5
1712
$608 ﹤0.01%
22
1713
$608 ﹤0.01%
3
1714
$604 ﹤0.01%
+21
1715
$602 ﹤0.01%
+12
1716
$597 ﹤0.01%
+18
1717
$595 ﹤0.01%
+31
1718
$583 ﹤0.01%
132
-2,572
1719
$582 ﹤0.01%
66
1720
$576 ﹤0.01%
+25
1721
$566 ﹤0.01%
+21
1722
$565 ﹤0.01%
+49
1723
$564 ﹤0.01%
30
1724
$554 ﹤0.01%
+5
1725
$550 ﹤0.01%
+16
67 68
69
70 71