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
$755M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$3.64M
3
+$3.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.9M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$2.03M

Top Sells

1
+$10.9M
2
+$10.6M
3
+$1.98M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$1.6M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.11M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 0.34%
48,560
-7,113
27
$1.77M 0.23%
36,120
-1,188
28
$1.55M 0.21%
14,571
-2,450
29
$1.13M 0.15%
12,815
+1,635
30
$543K 0.07%
5,070
-899
31
$445K 0.06%
6,006
-146,472
32
$389K 0.05%
10,844
+40
33
$334K 0.04%
4,173
+520
1
2