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
$733M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.1M
3
+$9.74M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.26M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.57M

Top Sells

1
+$24.7M
2
+$14.4M
3
+$12.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.26M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 0.39%
67,021
-7,162
27
$1.82M 0.25%
37,308
+2,067
28
$1.81M 0.25%
17,021
+194
29
$979K 0.13%
11,180
+6,343
30
$637K 0.09%
5,969
-223
31
$370K 0.05%
10,804
-388
32
$292K 0.04%
+3,653
33
– –
-35,907
1
2