SMA
Simply Money Advisors Portfolio holdings
AUM
$711M
This Quarter Return
+2.46%
1 Year Return
+6.92%
3 Year Return
+11.46%
5 Year Return
+25.28%
10 Year Return
–
AUM
$658M
AUM Growth
+$658M
(+2.2%)
Cap. Flow
-$2.84M
Cap. Flow
% of AUM
-0.43%
Top 10 Holdings %
Top 10 Hldgs %
74.34%
Holding
44
New
–
Increased
13
Reduced
8
Closed
23
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$38.1M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$23M |
| 3 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$15.6M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$5.14M |
| 5 |
iShares MBS ETF
MBB
|
$2.5M |
Top Sells
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
