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
126
$15K ﹤0.01%
+3,200
127
$15K ﹤0.01%
+432
128
$14K ﹤0.01%
+150
129
$14K ﹤0.01%
+185
130
$14K ﹤0.01%
+334
131
$14K ﹤0.01%
+1,000
132
$14K ﹤0.01%
+524
133
$14K ﹤0.01%
+164
134
$13K ﹤0.01%
+600
135
$13K ﹤0.01%
+360
136
$13K ﹤0.01%
+179
137
$13K ﹤0.01%
+284
138
$13K ﹤0.01%
+311
139
$13K ﹤0.01%
+500
140
$13K ﹤0.01%
+632
141
$12K ﹤0.01%
+363
142
$12K ﹤0.01%
+428
143
$12K ﹤0.01%
+260
144
$12K ﹤0.01%
+200
145
$12K ﹤0.01%
+354
146
$11K ﹤0.01%
+729
147
$11K ﹤0.01%
+412
148
$11K ﹤0.01%
+346
149
$11K ﹤0.01%
+216
150
$11K ﹤0.01%
+102
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6
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