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
176
$698K 0.14%
14,753
-26
177
$691K 0.13%
3,713
+32
178
$689K 0.13%
3,943
+1,083
179
$689K 0.13%
3,358
+1,036
180
$680K 0.13%
6,312
+975
181
$677K 0.13%
3,685
+629
182
$674K 0.13%
7,547
+1,021
183
$669K 0.13%
8,425
+1,623
184
$667K 0.13%
3,243
+844
185
$664K 0.13%
9,683
+2,648
186
$661K 0.13%
3,909
+971
187
$658K 0.13%
3,339
+644
188
$658K 0.13%
2,888
+727
189
$637K 0.12%
4,324
+619
190
$625K 0.12%
3,274
+758
191
$625K 0.12%
2,919
+773
192
$619K 0.12%
29,898
+29,862
193
$617K 0.12%
9,832
+4,430
194
$617K 0.12%
29,879
+2,859
195
$614K 0.12%
44,512
-5,844
196
$607K 0.12%
16,516
+758
197
$604K 0.12%
9,354
+4,200
198
$602K 0.12%
1,157
+423
199
$597K 0.12%
6,340
+2,572
200
$594K 0.12%
8,802
-4,110
6 7
8
9 10