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
$588M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$23.2M
3
+$20.7M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$13.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5M

Top Sells

1
+$34.4M
2
+$33.6M
3
+$14.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.07M
5
MBB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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