We are live on ! Find out more
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
$588M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$23.3M
3
+$20.7M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$13.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.93M

Top Sells

1
+$34.2M
2
+$32.7M
3
+$14.6M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.06M
5
MBB icon
iShares MBS ETF
MBB
+$4.49M

Sector Composition

1 Consumer Staples 0.08%
2 Technology 0.06%
3 Utilities 0.05%
4 Consumer Discretionary 0.04%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-66
327
– –
-30
328
– –
-59
329
– –
-75
330
– –
-84
331
– –
-124
332
– –
-20
333
– –
-369
334
– –
-169
335
– –
-147
336
– –
-150
337
– –
-333
338
– –
-88
339
– –
-1,600
340
– –
0
341
– –
-1,108
342
– –
-2,222
343
– –
-450
344
– –
-116
345
– –
-85
346
– –
-26
347
– –
-398
348
– –
-85
349
– –
-61
350
– –
-158
12 13
14
15 16