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
$695M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$42.7M
3
+$20.8M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$20M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$18M

Top Sells

1
+$74.8M
2
+$52.4M
3
+$37.7M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$21.1M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$14.8M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 0.28%
18,556
-354,517
27
$1.02M 0.15%
33,444
-1,722,080
28
$421K 0.06%
4,917
+1,722
29
$306K 0.04%
+3,853
1
2