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
201
$594K 0.11%
6,178
+1,571
202
$593K 0.11%
10,298
+5,363
203
$591K 0.11%
2,346
+1,182
204
$588K 0.11%
3,603
+1,935
205
$568K 0.11%
5,252
-93
206
$552K 0.11%
8,109
+1,406
207
$548K 0.11%
9,500
+3,640
208
$546K 0.11%
4,263
+110
209
$545K 0.11%
1,306
+431
210
$542K 0.1%
8,288
211
$528K 0.1%
11,213
-45,621
212
$525K 0.1%
8,770
+1,779
213
$524K 0.1%
29,214
-5,156
214
$519K 0.1%
9,754
+2,693
215
$513K 0.1%
2,175
-397
216
$508K 0.1%
5,507
+1,830
217
$505K 0.1%
1,990
+783
218
$493K 0.1%
29,175
+5,607
219
$489K 0.09%
2,477
-55
220
$487K 0.09%
1,403
+465
221
$485K 0.09%
12,562
-1,418
222
$485K 0.09%
1,061
+78
223
$484K 0.09%
1,962
+223
224
$480K 0.09%
6,493
+1,800
225
$477K 0.09%
5,633
+493
7 8
9
10 11