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
351
$3K ﹤0.01%
+44
352
$3K ﹤0.01%
+55
353
$3K ﹤0.01%
+79
354
$3K ﹤0.01%
+57
355
$3K ﹤0.01%
+49
356
$3K ﹤0.01%
+176
357
$3K ﹤0.01%
+81
358
$3K ﹤0.01%
+110
359
$3K ﹤0.01%
+327
360
$3K ﹤0.01%
+381
361
$3K ﹤0.01%
+35
362
$3K ﹤0.01%
+158
363
$3K ﹤0.01%
+36
364
$3K ﹤0.01%
+40
365
$3K ﹤0.01%
+170
366
$3K ﹤0.01%
+116
367
$3K ﹤0.01%
+67
368
$3K ﹤0.01%
+172
369
$3K ﹤0.01%
+73
370
$3K ﹤0.01%
+107
371
$3K ﹤0.01%
+60
372
$3K ﹤0.01%
+126
373
$3K ﹤0.01%
+45
374
$3K ﹤0.01%
+50
375
$3K ﹤0.01%
+41
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