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
326
$4K ﹤0.01%
+165
327
$4K ﹤0.01%
+81
328
$4K ﹤0.01%
+129
329
$4K ﹤0.01%
+308
330
$4K ﹤0.01%
+91
331
$3K ﹤0.01%
+126
332
$3K ﹤0.01%
+68
333
$3K ﹤0.01%
+44
334
$3K ﹤0.01%
+55
335
$3K ﹤0.01%
+79
336
$3K ﹤0.01%
+81
337
$3K ﹤0.01%
+110
338
$3K ﹤0.01%
+327
339
$3K ﹤0.01%
+381
340
$3K ﹤0.01%
+35
341
$3K ﹤0.01%
+158
342
$3K ﹤0.01%
+36
343
$3K ﹤0.01%
+40
344
$3K ﹤0.01%
+170
345
$3K ﹤0.01%
+116
346
$3K ﹤0.01%
+67
347
$3K ﹤0.01%
+172
348
$3K ﹤0.01%
+73
349
$3K ﹤0.01%
+107
350
$3K ﹤0.01%
+60
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