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

Top Buys

1
+$37.6M
2
+$23.2M
3
+$20.7M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$13.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5M

Top Sells

1
+$34.4M
2
+$33.6M
3
+$14.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.07M
5
MBB icon
iShares MBS ETF
MBB
+$4.55M

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%
210
77
$7K ﹤0.01%
230
78
$7K ﹤0.01%
142
-2,937
79
$7K ﹤0.01%
350
-2,822
80
$7K ﹤0.01%
90
-688
81
$7K ﹤0.01%
220
82
$7K ﹤0.01%
160
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%
80
-3,830
89
$4K ﹤0.01%
71
-333
90
$4K ﹤0.01%
+170
91
$4K ﹤0.01%
+120
92
$4K ﹤0.01%
+132
93
$4K ﹤0.01%
+125
94
$4K ﹤0.01%
+350
95
$4K ﹤0.01%
101
-4,702
96
$4K ﹤0.01%
231
97
$4K ﹤0.01%
+85
98
$3K ﹤0.01%
+412
99
$3K ﹤0.01%
73
-3,504
100
$3K ﹤0.01%
105
-419
2 3
4
5 6