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
$657M
AUM Growth
-$843K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.2M
3
+$19.9M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$18.6M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$17.1M

Top Sells

1
+$21.7M
2
+$21.4M
3
+$18.8M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$18.6M
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$16.9M

Sector Composition

1 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-404,904
1
2