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
301
$4K ﹤0.01%
+30
302
$4K ﹤0.01%
+75
303
$4K ﹤0.01%
+274
304
$4K ﹤0.01%
+85
305
$4K ﹤0.01%
+84
306
$4K ﹤0.01%
+45
307
$4K ﹤0.01%
+34
308
$4K ﹤0.01%
+189
309
$4K ﹤0.01%
+58
310
$4K ﹤0.01%
+164
311
$4K ﹤0.01%
+102
312
$4K ﹤0.01%
+56
313
$4K ﹤0.01%
+53
314
$4K ﹤0.01%
+88
315
$4K ﹤0.01%
+656
316
$4K ﹤0.01%
+68
317
$4K ﹤0.01%
+47
318
$4K ﹤0.01%
+247
319
$4K ﹤0.01%
+37
320
$4K ﹤0.01%
+78
321
$4K ﹤0.01%
+71
322
$4K ﹤0.01%
+30
323
$4K ﹤0.01%
+162
324
$4K ﹤0.01%
+231
325
$4K ﹤0.01%
+59
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