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
$561M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$81.3M
2
+$78.6M
3
+$78.5M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$36M
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$34.7M

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
151
$11K ﹤0.01%
+729
152
$10K ﹤0.01%
+124
153
$10K ﹤0.01%
+333
154
$10K ﹤0.01%
+94
155
$10K ﹤0.01%
+242
156
$10K ﹤0.01%
+60
157
$10K ﹤0.01%
+145
158
$10K ﹤0.01%
+96
159
$10K ﹤0.01%
+240
160
$10K ﹤0.01%
+487
161
$10K ﹤0.01%
+210
162
$10K ﹤0.01%
+303
163
$10K ﹤0.01%
+144
164
$10K ﹤0.01%
+93
165
$10K ﹤0.01%
+500
166
$10K ﹤0.01%
+169
167
$10K ﹤0.01%
+548
168
$10K ﹤0.01%
+160
169
$10K ﹤0.01%
+852
170
$10K ﹤0.01%
+115
171
$9K ﹤0.01%
+150
172
$9K ﹤0.01%
+160
173
$9K ﹤0.01%
+401
174
$9K ﹤0.01%
+100
175
$9K ﹤0.01%
+300
5 6
7
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