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%
+95
302
$4K ﹤0.01%
+121
303
$4K ﹤0.01%
+37
304
$4K ﹤0.01%
+78
305
$4K ﹤0.01%
+71
306
$4K ﹤0.01%
+30
307
$4K ﹤0.01%
+62
308
$4K ﹤0.01%
+260
309
$4K ﹤0.01%
+180
310
$4K ﹤0.01%
+96
311
$4K ﹤0.01%
+102
312
$4K ﹤0.01%
+74
313
$4K ﹤0.01%
+33
314
$4K ﹤0.01%
+85
315
$4K ﹤0.01%
+26
316
$4K ﹤0.01%
+344
317
$4K ﹤0.01%
+231
318
$4K ﹤0.01%
+85
319
$4K ﹤0.01%
+68
320
$4K ﹤0.01%
+207
321
$4K ﹤0.01%
+162
322
$4K ﹤0.01%
+231
323
$4K ﹤0.01%
+59
324
$4K ﹤0.01%
+165
325
$4K ﹤0.01%
+81
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