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

Top Buys

1
+$37.6M
2
+$23.3M
3
+$20.7M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$13.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.93M

Top Sells

1
+$34.2M
2
+$32.7M
3
+$14.6M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.06M
5
MBB icon
iShares MBS ETF
MBB
+$4.49M

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
76
$7K ﹤0.01%
350
-2,822
77
$7K ﹤0.01%
220
78
$7K ﹤0.01%
230
79
$7K ﹤0.01%
90
-688
80
$7K ﹤0.01%
160
81
$7K ﹤0.01%
241
82
$7K ﹤0.01%
210
83
$6K ﹤0.01%
200
84
$6K ﹤0.01%
100
-116
85
$6K ﹤0.01%
1,000
86
$5K ﹤0.01%
200
-464
87
$5K ﹤0.01%
80
88
$4K ﹤0.01%
+85
89
$4K ﹤0.01%
80
-3,830
90
$4K ﹤0.01%
71
-333
91
$4K ﹤0.01%
231
92
$4K ﹤0.01%
+170
93
$4K ﹤0.01%
+120
94
$4K ﹤0.01%
+132
95
$4K ﹤0.01%
+125
96
$4K ﹤0.01%
+350
97
$4K ﹤0.01%
202
-9,404
98
$3K ﹤0.01%
+412
99
$3K ﹤0.01%
73
-3,504
100
$3K ﹤0.01%
105
-419
2 3
4
5 6