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
101
$24K ﹤0.01%
+1,000
102
$24K ﹤0.01%
+1,800
103
$24K ﹤0.01%
+600
104
$23K ﹤0.01%
+940
105
$21K ﹤0.01%
+404
106
$20K ﹤0.01%
+490
107
$20K ﹤0.01%
+4,356
108
$20K ﹤0.01%
+300
109
$20K ﹤0.01%
+200
110
$20K ﹤0.01%
+2,000
111
$19K ﹤0.01%
+554
112
$19K ﹤0.01%
+434
113
$19K ﹤0.01%
+1,302
114
$19K ﹤0.01%
+450
115
$19K ﹤0.01%
+2,600
116
$19K ﹤0.01%
+1,080
117
$18K ﹤0.01%
+1,600
118
$18K ﹤0.01%
+213
119
$18K ﹤0.01%
+221
120
$18K ﹤0.01%
+450
121
$17K ﹤0.01%
+307
122
$17K ﹤0.01%
+300
123
$17K ﹤0.01%
+500
124
$16K ﹤0.01%
+664
125
$15K ﹤0.01%
+317
3 4
5
6 7