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
151
$833K 0.16%
2,285
+637
152
$833K 0.16%
1,452
+321
153
$825K 0.16%
3,320
+853
154
$820K 0.16%
2,005
+589
155
$819K 0.16%
2,730
-142
156
$815K 0.16%
9,381
+5,112
157
$811K 0.16%
18,526
+7,931
158
$800K 0.15%
1,891
+561
159
$799K 0.15%
15,568
-273
160
$797K 0.15%
11,436
-363
161
$795K 0.15%
3,139
+465
162
$787K 0.15%
1,967
+596
163
$785K 0.15%
12,307
+725
164
$779K 0.15%
8,657
+2,621
165
$754K 0.15%
2,632
+328
166
$746K 0.14%
5,793
+1,661
167
$744K 0.14%
5,432
+1,723
168
$736K 0.14%
9,430
+886
169
$732K 0.14%
13,338
+2,837
170
$729K 0.14%
7,969
+2,420
171
$726K 0.14%
3,793
+762
172
$725K 0.14%
12,469
+4,791
173
$717K 0.14%
19,461
+3,446
174
$706K 0.14%
4,432
+1,119
175
$705K 0.14%
2,449
+382
5 6
7
8 9