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
276
$4K ﹤0.01%
+274
277
$4K ﹤0.01%
+85
278
$4K ﹤0.01%
+84
279
$4K ﹤0.01%
+45
280
$4K ﹤0.01%
+34
281
$4K ﹤0.01%
+189
282
$4K ﹤0.01%
+58
283
$4K ﹤0.01%
+164
284
$4K ﹤0.01%
+102
285
$4K ﹤0.01%
+56
286
$4K ﹤0.01%
+53
287
$4K ﹤0.01%
+202
288
$4K ﹤0.01%
+88
289
$4K ﹤0.01%
+656
290
$4K ﹤0.01%
+68
291
$4K ﹤0.01%
+47
292
$4K ﹤0.01%
+247
293
$4K ﹤0.01%
+127
294
$4K ﹤0.01%
+83
295
$4K ﹤0.01%
+41
296
$4K ﹤0.01%
+105
297
$4K ﹤0.01%
+100
298
$4K ﹤0.01%
+91
299
$4K ﹤0.01%
+94
300
$4K ﹤0.01%
+96
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