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
101
$3K ﹤0.01%
37
-38
102
$3K ﹤0.01%
40
-1,933
103
$2K ﹤0.01%
47
-66
104
$2K ﹤0.01%
+100
105
$2K ﹤0.01%
30
-130
106
$2K ﹤0.01%
17
-1,961
107
$2K ﹤0.01%
101
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%
21
-1
114
$1K ﹤0.01%
158
115
– –
-1,020
116
– –
-860
117
– –
-450
118
– –
-116
119
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-85
120
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-26
121
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-398
122
– –
-67
123
– –
-344
124
– –
-30
125
– –
-102
3 4
5
6 7