SAM

Smartleaf Asset Management Portfolio holdings

AUM $2.64B
1-Year Est. Return 20.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.68%
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
+$5.58M
2
+$5.39M
3
+$4.73M
4
MSFT icon
Microsoft
MSFT
+$4.43M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.37M

Top Sells

1
+$3.15M
2
+$3.11M
3
+$2.15M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$1.31M
5
QSIG
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
+$1.19M

Sector Composition

1 Technology 13.32%
2 Financials 6.96%
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
1851
$23 ﹤0.01%
5
1852
$19 ﹤0.01%
+1
1853
– –
0
1854
$12 ﹤0.01%
1
1855
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-1
1856
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-7
1857
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1858
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1859
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1860
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1862
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1863
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1866
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1867
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1868
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1869
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1870
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1871
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1872
– –
-1,057
1873
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1874
– –
0
1875
– –
-155
72 73 74
75
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