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
1726
$549 ﹤0.01%
+27
1727
$548 ﹤0.01%
+27
1728
$540 ﹤0.01%
+297
1729
$535 ﹤0.01%
+2
1730
$531 ﹤0.01%
67
+63
1731
$530 ﹤0.01%
+47
1732
$529 ﹤0.01%
+18
1733
$517 ﹤0.01%
+10
1734
$514 ﹤0.01%
+15
1735
$513 ﹤0.01%
+33
1736
$512 ﹤0.01%
28
+27
1737
$510 ﹤0.01%
+23
1738
$509 ﹤0.01%
+15
1739
$507 ﹤0.01%
+12
1740
$507 ﹤0.01%
+474
1741
$506 ﹤0.01%
3
1742
$505 ﹤0.01%
+23
1743
$501 ﹤0.01%
+81
1744
$500 ﹤0.01%
+73
1745
$497 ﹤0.01%
+4
1746
$487 ﹤0.01%
+191
1747
$482 ﹤0.01%
+10
1748
$477 ﹤0.01%
+27
1749
$469 ﹤0.01%
+14
1750
$468 ﹤0.01%
+7
68 69
70
71 72