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SMA
Simply Money Advisors Portfolio holdings
AUM
$711M
1-Year Est. Return
6.92%
This Fund
S&P 500
This Quarter
Est. Return
-1.89%
1 Year Est. Return
+6.92%
3 Year Est. Return
+11.46%
5 Year Est. Return
+25.29%
10 Year Est. Return
–
AUM
$561M
AUM Growth
–
Cap. Flow
+$575M
Cap. Flow
% of AUM
102.58%
Top 10 Holdings %
Top 10 Hldgs %
78.59%
Holding
434
New
431
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$81.3M |
| 2 |
iShares MBS ETF
MBB
|
+$78.6M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$78.5M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$36M |
| 5 |
WisdomTree Emerging Markets Local Debt Fund
ELD
|
+$34.7M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 98.08% |
| 2 | Consumer Staples | 0.73% |
| 3 | Healthcare | 0.26% |
| 4 | Financials | 0.19% |
| 5 | Energy | 0.15% |
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Simply Money Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Simply Money Advisors, which disclosed 434 positions worth $561M. Its ten largest holdings account for 79% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 504,941 shares worth $81M.
By sector, the portfolio is most concentrated in Miscellaneous at 98% of assets, followed by Consumer Staples and Healthcare.
- Simply Money Advisors's largest Q2 2013 buy was State Street SPDR S&P 500 ETF Trust: 504,941 shares worth $81M.
- Simply Money Advisors's ten largest holdings make up 79% of its $561M portfolio in Q2 2013.
- Simply Money Advisors disclosed 434 positions in Q2 2013, its first 13F filing on record.
Based on Simply Money Advisors's 13F filing for Q2 2013, filed 15 Jul 2013.