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
76
$40K 0.01%
+832
77
$40K 0.01%
+988
78
$40K 0.01%
+1,000
79
$39K 0.01%
+2,115
80
$38K 0.01%
+3,141
81
$38K 0.01%
+600
82
$37K 0.01%
+361
83
$36K 0.01%
+1,323
84
$36K 0.01%
+870
85
$35K 0.01%
+1,666
86
$34K 0.01%
+1,636
87
$31K 0.01%
+320
88
$31K 0.01%
+264
89
$31K 0.01%
+1,262
90
$29K 0.01%
+981
91
$28K 0.01%
+629
92
$26K ﹤0.01%
+1,292
93
$26K ﹤0.01%
+851
94
$26K ﹤0.01%
+1,053
95
$25K ﹤0.01%
+948
96
$25K ﹤0.01%
+724
97
$25K ﹤0.01%
+924
98
$25K ﹤0.01%
+426
99
$25K ﹤0.01%
+302
100
$24K ﹤0.01%
+291
2 3
4
5 6