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
$561M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$81M
2
+$77.3M
3
+$76.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$34.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$32.9M

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 Change
in Stake 		Capital Flow
26
$248K 0.04%
+17,500
27
$243K 0.04%
+3,931
28
$204K 0.04%
+1,978
29
$189K 0.03%
+3,910
30
$181K 0.03%
+4,803
31
$174K 0.03%
+1,824
32
$163K 0.03%
+3,079
33
$156K 0.03%
+1,973
34
$141K 0.03%
+5,270
35
$133K 0.02%
+1,118
36
$132K 0.02%
+2,612
37
$128K 0.02%
+2,794
38
$125K 0.02%
+1,108
39
$118K 0.02%
+2,358
40
$114K 0.02%
+3,577
41
$107K 0.02%
+3,111
42
$96K 0.02%
+2,692
43
$90K 0.02%
+2,760
44
$88K 0.02%
+1,278
45
$86K 0.02%
+1,165
46
$85K 0.02%
+1,805
47
$82K 0.01%
+3,919
48
$73K 0.01%
+19,500
49
$70K 0.01%
+625
50
$68K 0.01%
+1,967
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