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
401
$2K ﹤0.01%
+61
402
$2K ﹤0.01%
+158
403
$2K ﹤0.01%
+75
404
$2K ﹤0.01%
+44
405
$2K ﹤0.01%
+123
406
$2K ﹤0.01%
+55
407
$2K ﹤0.01%
+57
408
$1K ﹤0.01%
+34
409
$1K ﹤0.01%
+100
410
$1K ﹤0.01%
+189
411
$1K ﹤0.01%
+17
412
$1K ﹤0.01%
+111
413
$1K ﹤0.01%
+18
414
$1K ﹤0.01%
+82
415
$1K ﹤0.01%
+102
416
$1K ﹤0.01%
+212
417
$1K ﹤0.01%
+65
418
$1K ﹤0.01%
+30
419
$1K ﹤0.01%
+334
420
$1K ﹤0.01%
+26
421
$1K ﹤0.01%
+546
422
$1K ﹤0.01%
+500
423
$1K ﹤0.01%
+19
424
$1K ﹤0.01%
+129
425
$1K ﹤0.01%
+22
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