SMA
Simply Money Advisors Portfolio holdings
AUM
$711M
This Quarter Return
+3.13%
1 Year Return
+6.92%
3 Year Return
+11.46%
5 Year Return
+25.28%
10 Year Return
–
AUM
$588M
AUM Growth
+$588M
(+4.7%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
2.01%
Top 10 Holdings %
Top 10 Hldgs %
82.87%
Holding
450
New
16
Increased
14
Reduced
54
Closed
331
Top Buys
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$34.4M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$33.6M |
| 3 |
WisdomTree Emerging Markets Local Debt Fund
ELD
|
$14.6M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$5.07M |
| 5 |
iShares MBS ETF
MBB
|
$4.55M |
Sector Composition
| 1 | Consumer Staples | 0.08% |
| 2 | Technology | 0.06% |
| 3 | Utilities | 0.05% |
| 4 | Consumer Discretionary | 0.04% |
| 5 | Industrials | 0.02% |
