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
$691M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$20.1M
3
+$17.8M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$17.8M
5
PEBO icon
Peoples Bancorp
PEBO
+$1.03M

Top Sells

1
+$20.2M
2
+$18.7M
3
+$18.2M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$17.7M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$995K

Sector Composition

1 Financials 0.15%
2 Technology 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-356,204
27
– –
-396,877
1
2