SMA
Simply Money Advisors Portfolio holdings
AUM
$711M
This Quarter Return
-1.89%
1 Year Return
+6.92%
3 Year Return
+11.46%
5 Year Return
+25.28%
10 Year Return
–
AUM
$561M
AUM Growth
–
Cap. Flow
+$561M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.59%
Holding
434
New
431
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
KMI.WS
426
DELISTED
Kinder Morgan Inc
KMI.WS
| $1K | ﹤0.01% |
+158
| New | +$1K |
|
427
FuelCell Energy
FCEL
$91.6M
| – | – |
0
| – | – |
|
428
Nike
NKE
$110B
| $0 | ﹤0.01% |
+8
| New | – |
|
429
New York Times
NYT
$9.58B
| $0 | ﹤0.01% |
+41
| New | – |
|
430
Plug Power
PLUG
$1.72B
| $0 | ﹤0.01% |
+5
| New | – |
|
|
NAV
431
DELISTED
Navistar International
NAV
| $0 | ﹤0.01% |
+7
| New | – |
|
|
SCLN
432
DELISTED
Sciclone Pharmaceuticals Inc
SCLN
| $0 | ﹤0.01% |
+90
| New | – |
|
|
JMBA
433
DELISTED
Jamba, Inc.
JMBA
| $0 | ﹤0.01% |
+20
| New | – |
|
|
VXX
434
DELISTED
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
| – | – |
0
| – | – |
|