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
76
$0 ﹤0.01%
+2
77
– –
-82
78
– –
-69
79
– –
-80
80
$0 ﹤0.01%
+2
81
– –
-47
82
– –
-25
83
– –
-90
84
– –
-50
85
– –
-89
86
– –
-43
87
– –
-93
88
– –
-80
89
– –
-24
90
– –
-351
91
– –
-1,500
92
– –
-100
93
– –
-30
94
– –
-48
95
– –
-80
96
– –
-171
97
– –
-25
98
– –
-210
99
– –
-56
100
– –
-111
1 2 3
4
5