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
1776
$397 ﹤0.01%
+22
1777
$397 ﹤0.01%
4
1778
$391 ﹤0.01%
+18
1779
$389 ﹤0.01%
+15
1780
$386 ﹤0.01%
+14
1781
$385 ﹤0.01%
10
+3
1782
$381 ﹤0.01%
+48
1783
$377 ﹤0.01%
+5
1784
$377 ﹤0.01%
+12
1785
$373 ﹤0.01%
4
1786
$373 ﹤0.01%
+7
1787
$372 ﹤0.01%
+13
1788
$364 ﹤0.01%
2
1789
$363 ﹤0.01%
+166
1790
$363 ﹤0.01%
+22
1791
$362 ﹤0.01%
+33
1792
$355 ﹤0.01%
10
1793
$353 ﹤0.01%
+41
1794
$347 ﹤0.01%
+28
1795
$342 ﹤0.01%
+5
1796
$342 ﹤0.01%
+7
1797
$334 ﹤0.01%
+2
1798
$327 ﹤0.01%
10
1799
$326 ﹤0.01%
+8
1800
$324 ﹤0.01%
+5
70 71
72
73 74