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
1826
$179 ﹤0.01%
+4
1827
$178 ﹤0.01%
2
1828
$177 ﹤0.01%
24
1829
$172 ﹤0.01%
1
1830
$161 ﹤0.01%
8
1831
$150 ﹤0.01%
+8
1832
$141 ﹤0.01%
4
1833
$124 ﹤0.01%
2
1834
$117 ﹤0.01%
7
-306
1835
$117 ﹤0.01%
2
1836
$116 ﹤0.01%
+2
1837
$112 ﹤0.01%
10
1838
$101 ﹤0.01%
8
+1
1839
$96 ﹤0.01%
6
-230
1840
$94 ﹤0.01%
4
1841
$91 ﹤0.01%
1
1842
$87 ﹤0.01%
+2
1843
$86 ﹤0.01%
+4
1844
$81 ﹤0.01%
+5
1845
$72 ﹤0.01%
+9
1846
$62 ﹤0.01%
2
1847
$48 ﹤0.01%
1
-3
1848
$45 ﹤0.01%
1
1849
– –
-3,148
1850
$24 ﹤0.01%
1
72 73
74
75 76