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
$561M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$81M
2
+$77.3M
3
+$76.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$34.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.73%
2 Healthcare 0.26%
3 Financials 0.19%
4 Energy 0.13%
5 Technology 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$66K 0.01%
+360
52
$65K 0.01%
+1,482
53
$64K 0.01%
+778
54
$63K 0.01%
+2,062
55
$61K 0.01%
+2,544
56
$61K 0.01%
+1,379
57
$61K 0.01%
+6,069
58
$58K 0.01%
+962
59
$58K 0.01%
+623
60
$56K 0.01%
+1,174
61
$55K 0.01%
+2,976
62
$55K 0.01%
+3,172
63
$54K 0.01%
+857
64
$52K 0.01%
+2,074
65
$50K 0.01%
+2,901
66
$49K 0.01%
+3,152
67
$49K 0.01%
+568
68
$49K 0.01%
+1,020
69
$49K 0.01%
+860
70
$47K 0.01%
+1,185
71
$46K 0.01%
+1,116
72
$44K 0.01%
+985
73
$43K 0.01%
+875
74
$43K 0.01%
+1,111
75
$40K 0.01%
+1,018
1 2
3
4 5