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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
101
$3K ﹤0.01%
40
-1,933
102
$3K ﹤0.01%
37
-38
103
$2K ﹤0.01%
17
-1,961
104
$2K ﹤0.01%
101
105
$2K ﹤0.01%
47
-66
106
$2K ﹤0.01%
+100
107
$2K ﹤0.01%
30
-130
108
$1K ﹤0.01%
75
-297
109
$1K ﹤0.01%
111
110
$1K ﹤0.01%
82
111
$1K ﹤0.01%
298
-248
112
$1K ﹤0.01%
500
113
$1K ﹤0.01%
158
114
$1K ﹤0.01%
21
-1
115
– –
-26
116
$0 ﹤0.01%
90
117
– –
-98
118
– –
-316
119
– –
-68
120
– –
-44
121
– –
-3,111
122
– –
-60
123
– –
-400
124
– –
-354
125
– –
-69
3 4
5
6 7