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SMA

Simply Money Advisors Portfolio holdings

AUM $711M
1-Year Est. Return 6.92%
This Fund
S&P 500
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
+$81.3M
2
+$78.6M
3
+$78.5M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$36M
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$34.7M

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%
+140
252
$5K ﹤0.01%
+111
253
$5K ﹤0.01%
+280
254
$5K ﹤0.01%
+140
255
$5K ﹤0.01%
+158
256
$5K ﹤0.01%
+284
257
$5K ﹤0.01%
+79
258
$5K ﹤0.01%
+208
259
$5K ﹤0.01%
+138
260
$5K ﹤0.01%
+98
261
$5K ﹤0.01%
+68
262
$5K ﹤0.01%
+120
263
$5K ﹤0.01%
+75
264
$5K ﹤0.01%
+104
265
$5K ﹤0.01%
+280
266
$4K ﹤0.01%
+105
267
$4K ﹤0.01%
+33
268
$4K ﹤0.01%
+85
269
$4K ﹤0.01%
+344
270
$4K ﹤0.01%
+231
271
$4K ﹤0.01%
+52
272
$4K ﹤0.01%
+30
273
$4K ﹤0.01%
+100
274
$4K ﹤0.01%
+37
275
$4K ﹤0.01%
+348
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