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
376
– –
0
377
$3K ﹤0.01%
+25
378
$2K ﹤0.01%
+50
379
$2K ﹤0.01%
+72
380
$2K ﹤0.01%
+33
381
$2K ﹤0.01%
+36
382
$2K ﹤0.01%
+27
383
$2K ﹤0.01%
+180
384
$2K ﹤0.01%
+124
385
$2K ﹤0.01%
+57
386
$2K ﹤0.01%
+25
387
$2K ﹤0.01%
+66
388
$2K ﹤0.01%
+59
389
$2K ﹤0.01%
+85
390
$2K ﹤0.01%
+20
391
$2K ﹤0.01%
+182
392
$2K ﹤0.01%
+66
393
$2K ﹤0.01%
+20
394
$2K ﹤0.01%
+287
395
$2K ﹤0.01%
+19
396
$2K ﹤0.01%
+30
397
$2K ﹤0.01%
+50
398
$2K ﹤0.01%
+101
399
$2K ﹤0.01%
+40
400
$2K ﹤0.01%
+64
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