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
$595M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$26.9M
3
+$25.8M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$2.66M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.3M

Top Sells

1
+$36.4M
2
+$25.8M
3
+$20.7M
4
MBB icon
iShares MBS ETF
MBB
+$18.7M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$12.4M

Sector Composition

1 Consumer Staples 0.14%
2 Consumer Discretionary 0.03%
3 Technology 0.03%
4 Communication Services 0.01%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34K 0.01%
491
-4,151
27
$33K 0.01%
2,115
28
$32K 0.01%
819
29
$15K ﹤0.01%
185
30
$14K ﹤0.01%
605
+5
31
$14K ﹤0.01%
540
-248
32
$13K ﹤0.01%
3,333
33
$12K ﹤0.01%
+1,500
34
$11K ﹤0.01%
100
35
$10K ﹤0.01%
73
-402
36
$9K ﹤0.01%
500
-449
37
$9K ﹤0.01%
+78
38
$7K ﹤0.01%
90
39
$7K ﹤0.01%
1,000
40
$5K ﹤0.01%
+51
41
$5K ﹤0.01%
+91
42
$5K ﹤0.01%
+122
43
$5K ﹤0.01%
+50
44
$5K ﹤0.01%
187
-664
45
$4K ﹤0.01%
+210
46
$4K ﹤0.01%
80
47
$4K ﹤0.01%
47
-428,188
48
$4K ﹤0.01%
+89
49
$4K ﹤0.01%
+351
50
$4K ﹤0.01%
+100
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