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
in Stake 		Capital Flow
26
$54K 0.01%
475
-2,063
27
$54K 0.01%
2,100
-444
28
$54K 0.01%
2,005
+1,065
29
$44K 0.01%
1,666
30
$41K 0.01%
600
31
$36K 0.01%
5,500
-14,000
32
$35K 0.01%
2,115
33
$34K 0.01%
+378
34
$33K 0.01%
384
-184
35
$33K 0.01%
819
-51
36
$32K 0.01%
302
37
$26K ﹤0.01%
300
-4,328
38
$23K ﹤0.01%
200
-425
39
$22K ﹤0.01%
348
-509
40
$22K ﹤0.01%
2,080
+480
41
$22K ﹤0.01%
851
-4,419
42
$22K ﹤0.01%
2,600
43
$20K ﹤0.01%
450
44
$19K ﹤0.01%
300
45
$18K ﹤0.01%
949
-2,970
46
$18K ﹤0.01%
788
-474
47
$17K ﹤0.01%
500
48
$16K ﹤0.01%
130
-134
49
$16K ﹤0.01%
+730
50
$16K ﹤0.01%
300
+100
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