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
$588M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$23.2M
3
+$20.7M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$13.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5M

Top Sells

1
+$34.4M
2
+$33.6M
3
+$14.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.07M
5
MBB icon
iShares MBS ETF
MBB
+$4.55M

Sector Composition

1 Consumer Staples 0.08%
2 Technology 0.06%
3 Utilities 0.05%
4 Consumer Discretionary 0.04%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15K ﹤0.01%
150
52
$15K ﹤0.01%
323
+83
53
$14K ﹤0.01%
185
54
$14K ﹤0.01%
+512
55
$14K ﹤0.01%
+490
56
$13K ﹤0.01%
131
-338,112
57
$12K ﹤0.01%
230
-87
58
$12K ﹤0.01%
600
59
$12K ﹤0.01%
700
-2,452
60
$11K ﹤0.01%
200
61
$10K ﹤0.01%
84
-289,344
62
$10K ﹤0.01%
+1,000
63
$9K ﹤0.01%
135
-6,534
64
$9K ﹤0.01%
50
-310
65
$9K ﹤0.01%
132
-6,225
66
$9K ﹤0.01%
100
-113
67
$9K ﹤0.01%
210
68
$9K ﹤0.01%
1,000
-5,069
69
$9K ﹤0.01%
3,333
70
$8K ﹤0.01%
278
71
$8K ﹤0.01%
645
72
$8K ﹤0.01%
147
73
$8K ﹤0.01%
175
-843
74
$8K ﹤0.01%
244
-1,723
75
$7K ﹤0.01%
241
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3
4 5