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
251
$5K ﹤0.01%
+120
252
$5K ﹤0.01%
+111
253
$5K ﹤0.01%
+70
254
$5K ﹤0.01%
+140
255
$5K ﹤0.01%
+158
256
$5K ﹤0.01%
+75
257
$5K ﹤0.01%
+284
258
$5K ﹤0.01%
+79
259
$5K ﹤0.01%
+208
260
$5K ﹤0.01%
+138
261
$5K ﹤0.01%
+98
262
$5K ﹤0.01%
+68
263
$5K ﹤0.01%
+112
264
$5K ﹤0.01%
+90
265
$5K ﹤0.01%
+104
266
$4K ﹤0.01%
+129
267
$4K ﹤0.01%
+308
268
$4K ﹤0.01%
+91
269
$4K ﹤0.01%
+110
270
$4K ﹤0.01%
+88
271
$4K ﹤0.01%
+37
272
$4K ﹤0.01%
+52
273
$4K ﹤0.01%
+348
274
$4K ﹤0.01%
+30
275
$4K ﹤0.01%
+75
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