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
276
$4K ﹤0.01%
+52
277
$4K ﹤0.01%
+348
278
$4K ﹤0.01%
+75
279
$4K ﹤0.01%
+274
280
$4K ﹤0.01%
+56
281
$4K ﹤0.01%
+30
282
$4K ﹤0.01%
+100
283
$4K ﹤0.01%
+96
284
$4K ﹤0.01%
+102
285
$4K ﹤0.01%
+110
286
$4K ﹤0.01%
+88
287
$4K ﹤0.01%
+37
288
$4K ﹤0.01%
+85
289
$4K ﹤0.01%
+34
290
$4K ﹤0.01%
+189
291
$4K ﹤0.01%
+58
292
$4K ﹤0.01%
+164
293
$4K ﹤0.01%
+88
294
$4K ﹤0.01%
+656
295
$4K ﹤0.01%
+68
296
$4K ﹤0.01%
+37
297
$4K ﹤0.01%
+78
298
$4K ﹤0.01%
+71
299
$4K ﹤0.01%
+30
300
$4K ﹤0.01%
+162
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