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%
+69
327
$4K ﹤0.01%
+67
328
$4K ﹤0.01%
+126
329
$4K ﹤0.01%
+20
330
$4K ﹤0.01%
+96
331
$3K ﹤0.01%
+76
332
$3K ﹤0.01%
+69
333
$3K ﹤0.01%
+53
334
$3K ﹤0.01%
+79
335
$3K ﹤0.01%
+64
336
$3K ﹤0.01%
+29
337
$3K ﹤0.01%
+369
338
$3K ﹤0.01%
+147
339
$3K ﹤0.01%
+46
340
$3K ﹤0.01%
+32
341
$3K ﹤0.01%
+47
342
$3K ﹤0.01%
+33
343
$3K ﹤0.01%
+56
344
$3K ﹤0.01%
+43
345
$3K ﹤0.01%
+51
346
$3K ﹤0.01%
+58
347
$3K ﹤0.01%
+40
348
$3K ﹤0.01%
+52
349
$3K ﹤0.01%
+126
350
$3K ﹤0.01%
+68
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