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
1801
$322 ﹤0.01%
1
1802
$303 ﹤0.01%
+40
1803
$292 ﹤0.01%
+66
1804
$286 ﹤0.01%
+11
1805
$281 ﹤0.01%
18
-51
1806
$280 ﹤0.01%
3
1807
$265 ﹤0.01%
+14
1808
$265 ﹤0.01%
+9
1809
$260 ﹤0.01%
40
-462
1810
$254 ﹤0.01%
9
-62
1811
$246 ﹤0.01%
+14
1812
$242 ﹤0.01%
10
+6
1813
$238 ﹤0.01%
+16
1814
$236 ﹤0.01%
9
+8
1815
$236 ﹤0.01%
+69
1816
$234 ﹤0.01%
+15
1817
$221 ﹤0.01%
+31
1818
$220 ﹤0.01%
8
+7
1819
$208 ﹤0.01%
2
1820
$197 ﹤0.01%
36
-838
1821
$196 ﹤0.01%
+6
1822
$196 ﹤0.01%
+5
1823
$186 ﹤0.01%
25
+3
1824
$186 ﹤0.01%
11
-201
1825
$186 ﹤0.01%
+1
71 72
73
74 75