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
$715M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$13.6M
3
+$13.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.55M

Top Sells

1
+$17.9M
2
+$13.5M
3
+$13M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$12.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.71M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$660K 0.09%
6,192
-12,364
27
$652K 0.09%
+22,052
28
$418K 0.06%
4,837
-80
29
$368K 0.05%
11,192
-22,252
30
– –
-3,853
31
– –
-341,214
1
2