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
126
– –
-102
127
– –
-154
128
– –
-85
129
– –
-172
130
– –
-775
131
– –
-226
132
$0 ﹤0.01%
7
133
– –
-204
134
– –
-40
135
– –
-153
136
– –
-334
137
– –
-68
138
– –
-207
139
– –
-73
140
– –
-64
141
– –
-107
142
– –
-392
143
– –
-126
144
– –
-61
145
– –
-158
146
– –
-162
147
– –
-3,931
148
– –
-231
149
– –
-59
150
– –
-1,080
4 5
6
7 8