SMA

Simply Money Advisors Portfolio holdings

AUM $711M
1-Year Est. Return 6.92%
This Quarter Est. Return
1 Year Est. Return
+6.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$561M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$81M
2
+$77.3M
3
+$76.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$34.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.73%
2 Healthcare 0.26%
3 Financials 0.19%
4 Energy 0.13%
5 Technology 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
+80
227
$6K ﹤0.01%
+204
228
$6K ﹤0.01%
+154
229
$6K ﹤0.01%
+153
230
$6K ﹤0.01%
+70
231
$6K ﹤0.01%
+100
232
$6K ﹤0.01%
+1,000
233
$6K ﹤0.01%
+70
234
$6K ﹤0.01%
+226
235
$5K ﹤0.01%
+73
236
$5K ﹤0.01%
+58
237
$5K ﹤0.01%
+113
238
$5K ﹤0.01%
+62
239
$5K ﹤0.01%
+166
240
$5K ﹤0.01%
+112
241
$5K ﹤0.01%
+69
242
$5K ﹤0.01%
+80
243
$5K ﹤0.01%
+45
244
$5K ﹤0.01%
+204
245
$5K ﹤0.01%
+372
246
$5K ﹤0.01%
+444
247
$5K ﹤0.01%
+115
248
$5K ﹤0.01%
+65
249
$5K ﹤0.01%
+140
250
$5K ﹤0.01%
+158
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