Simply Money Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
|
+$33M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$15.5M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.19M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.06M |
| 5 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$1.52M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MBS ETF
MBB
|
+$13.8M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$1.88M |
| 3 |
Procter & Gamble
PG
|
+$788K |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$472K |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$308K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.03% |
| 2 | Communication Services | 0.02% |
| 3 | Consumer Staples | 0.02% |
| 4 | Consumer Discretionary | 0.01% |
| 5 | Healthcare | 0.01% |
Similar funds
Simply Money Advisors's Q1 2014 Portfolio in Review
As of Q1 2014, Simply Money Advisors held 101 positions worth $644M, up 8.2% from $595M the previous quarter. Its ten largest holdings account for 76% of the portfolio.
Simply Money Advisors deployed $43.2M of net new capital in Q1 2014, opening 13 new positions and adding to 19 existing holdings. Its largest new stake was WisdomTree Bloomberg US Dollar Bullish Fund: 1,315,058 shares worth $32.8M.
By sector, the portfolio is most concentrated in Technology at 0.03% of assets, down from 0.03% a quarter earlier, followed by Communication Services and Consumer Staples.
On the sell side, the largest reduction was iShares MBS ETF, an estimated $13.8M trimmed.
- Simply Money Advisors's largest Q1 2014 buy was WisdomTree Bloomberg US Dollar Bullish Fund: 1,315,058 shares worth $32.8M.
- Simply Money Advisors added most to iShares S&P 500 Growth ETF in Q1 2014, an estimated $15.5M increase.
- Simply Money Advisors's biggest Q1 2014 reduction was iShares MBS ETF, cutting an estimated $13.8M.
- Simply Money Advisors fully exited Bob Evans Farms, Inc. in Q1 2014, selling an estimated $91K.
- Simply Money Advisors's ten largest holdings make up 76% of its $644M portfolio in Q1 2014.
- Simply Money Advisors opened 13 new positions and closed 57 in Q1 2014.
- Simply Money Advisors's portfolio value rose 8.2% quarter-over-quarter to $644M.
Based on Simply Money Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.