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
$711M
AUM Growth
-$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$75.4M
2
+$7.15M
3
+$6.36M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.76M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.45M

Top Sells

1
+$75.4M
2
+$28.2M
3
+$15.1M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$14.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.87M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLU icon
26
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
$2.18M 0.31%
86,402
-1,906
VCIT icon
27
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.6B
$1.12M 0.16%
13,206
+725
IEF icon
28
iShares 7-10 Year Treasury Bond ETF
IEF
$45.9B
$881K 0.12%
8,539
-3,347
MBB icon
29
iShares MBS ETF
MBB
$39.4B
$379K 0.05%
3,621
-488
VCSH icon
30
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$206K 0.03%
2,621
-1,541
IJS icon
31
iShares S&P Small-Cap 600 Value ETF
IJS
$7.51B
$167K 0.02%
+2,216
IGIB icon
32
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.5B
$33K ﹤0.01%
608
-1,388,564
IVW icon
33
iShares S&P 500 Growth ETF
IVW
$66.8B
$21K ﹤0.01%
+532
EFA icon
34
iShares MSCI EAFE ETF
EFA
$73.5B
$4K ﹤0.01%
+63
1
2