SMA

Simply Money Advisors Portfolio holdings

AUM $711M
1-Year Est. Return 6.92%
This Fund
S&P 500
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
+$81.3M
2
+$78.6M
3
+$78.5M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$36M
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$34.7M

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%
+73
332
$3K ﹤0.01%
+107
333
$3K ﹤0.01%
+60
334
$3K ﹤0.01%
+126
335
$3K ﹤0.01%
+45
336
$3K ﹤0.01%
+50
337
$3K ﹤0.01%
+32
338
$3K ﹤0.01%
+47
339
$3K ﹤0.01%
+33
340
$3K ﹤0.01%
+56
341
$3K ﹤0.01%
+43
342
$3K ﹤0.01%
+51
343
$3K ﹤0.01%
+58
344
$3K ﹤0.01%
+40
345
$3K ﹤0.01%
+52
346
$3K ﹤0.01%
+327
347
$3K ﹤0.01%
+381
348
$3K ﹤0.01%
+158
349
$3K ﹤0.01%
+36
350
$3K ﹤0.01%
+40
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