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
$595M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$26.9M
3
+$25.8M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$2.66M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.3M

Top Sells

1
+$36.4M
2
+$25.8M
3
+$20.7M
4
MBB icon
iShares MBS ETF
MBB
+$18.7M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$12.4M

Sector Composition

1 Consumer Staples 0.14%
2 Consumer Discretionary 0.03%
3 Technology 0.03%
4 Communication Services 0.01%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3K ﹤0.01%
412
52
$3K ﹤0.01%
+35
53
$3K ﹤0.01%
+73
54
$3K ﹤0.01%
+56
55
$3K ﹤0.01%
+69
56
$3K ﹤0.01%
80
-164
57
$3K ﹤0.01%
+43
58
$3K ﹤0.01%
+93
59
$3K ﹤0.01%
+80
60
$3K ﹤0.01%
+171
61
$3K ﹤0.01%
+48
62
$2K ﹤0.01%
+20
63
$2K ﹤0.01%
+29
64
$2K ﹤0.01%
+25
65
$2K ﹤0.01%
+56
66
$2K ﹤0.01%
80
-270
67
$2K ﹤0.01%
+22
68
$2K ﹤0.01%
+55
69
$2K ﹤0.01%
+76
70
$2K ﹤0.01%
+40
71
$2K ﹤0.01%
101
72
$2K ﹤0.01%
+24
73
$2K ﹤0.01%
+25
74
$2K ﹤0.01%
+30
75
$2K ﹤0.01%
+100
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3
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