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
$650M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$30.3M
3
+$18.8M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$10.2M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.06M

Top Sells

1
+$33.7M
2
+$22.4M
3
+$16.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.4M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$7.33M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$59K 0.01%
+726
27
$20K ﹤0.01%
367
-619,265
28
$10K ﹤0.01%
214
-360,700
29
$9K ﹤0.01%
252
-404,554
30
$2K ﹤0.01%
38
-424,954
1
2