We are live on ! Find out more
SMA

Simply Money Advisors Portfolio holdings

AUM $711M
1-Year Est. Return 6.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$644M
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$15.5M
3
+$2.19M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.06M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.52M

Top Sells

1
+$13.8M
2
+$1.88M
3
+$788K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$472K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$308K

Sector Composition

1 Technology 0.03%
2 Communication Services 0.02%
3 Consumer Staples 0.02%
4 Consumer Discretionary 0.01%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,805
52
– –
-76
53
– –
-25
54
$0 ﹤0.01%
1
-3
55
– –
-40
56
– –
-35
57
– –
-5
58
– –
-20
59
– –
-29
60
– –
-91
61
– –
-412
62
– –
-122
63
– –
-25
64
– –
-25
65
$0 ﹤0.01%
2
66
– –
-185
67
– –
-73
68
– –
-335
69
– –
-47
70
– –
-500
71
– –
-2,115
72
– –
-50
73
– –
-73
74
– –
-2,100
75
– –
-540
1 2
3
4 5