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
$658M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$23M
3
+$15.6M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.14M
5
MBB icon
iShares MBS ETF
MBB
+$2.5M

Top Sells

1
+$63M
2
+$13.9M
3
+$12.3M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.29M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.83M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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28
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30
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31
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38
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40
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41
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42
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43
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44
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