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
1751
$468 ﹤0.01%
+10
1752
$467 ﹤0.01%
+8
1753
$466 ﹤0.01%
+60
1754
$460 ﹤0.01%
+35
1755
$460 ﹤0.01%
+60
1756
$459 ﹤0.01%
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1757
$454 ﹤0.01%
7
-49
1758
$450 ﹤0.01%
+13
1759
$449 ﹤0.01%
+6
1760
$448 ﹤0.01%
+5
1761
$448 ﹤0.01%
+20
1762
$446 ﹤0.01%
+19
1763
$433 ﹤0.01%
+6
1764
$431 ﹤0.01%
12
1765
$429 ﹤0.01%
+11
1766
$427 ﹤0.01%
+7
1767
$420 ﹤0.01%
+15
1768
$419 ﹤0.01%
+19
1769
$418 ﹤0.01%
5
1770
$416 ﹤0.01%
+15
1771
$415 ﹤0.01%
+5
1772
$413 ﹤0.01%
+6
1773
$406 ﹤0.01%
+70
1774
$405 ﹤0.01%
+6
1775
$399 ﹤0.01%
+34
69 70
71
72 73