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
151
$11K ﹤0.01%
+775
152
$10K ﹤0.01%
+144
153
$10K ﹤0.01%
+93
154
$10K ﹤0.01%
+124
155
$10K ﹤0.01%
+500
156
$10K ﹤0.01%
+169
157
$10K ﹤0.01%
+333
158
$10K ﹤0.01%
+548
159
$10K ﹤0.01%
+160
160
$10K ﹤0.01%
+94
161
$10K ﹤0.01%
+242
162
$10K ﹤0.01%
+60
163
$10K ﹤0.01%
+115
164
$10K ﹤0.01%
+852
165
$10K ﹤0.01%
+145
166
$10K ﹤0.01%
+96
167
$10K ﹤0.01%
+240
168
$10K ﹤0.01%
+487
169
$10K ﹤0.01%
+210
170
$10K ﹤0.01%
+303
171
$9K ﹤0.01%
+160
172
$9K ﹤0.01%
+400
173
$9K ﹤0.01%
+150
174
$9K ﹤0.01%
+401
175
$9K ﹤0.01%
+100
5 6
7
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