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
176
$9K ﹤0.01%
+418
177
$9K ﹤0.01%
+109
178
$9K ﹤0.01%
+125
179
$9K ﹤0.01%
+204
180
$9K ﹤0.01%
+604
181
$9K ﹤0.01%
+400
182
$8K ﹤0.01%
+334
183
$8K ﹤0.01%
+33
184
$8K ﹤0.01%
+170
185
$8K ﹤0.01%
+230
186
$8K ﹤0.01%
+200
187
$8K ﹤0.01%
+604
188
$8K ﹤0.01%
+96
189
$8K ﹤0.01%
+200
190
$8K ﹤0.01%
+392
191
$8K ﹤0.01%
+316
192
$8K ﹤0.01%
+1,000
193
$7K ﹤0.01%
+140
194
$7K ﹤0.01%
+278
195
$7K ﹤0.01%
+645
196
$7K ﹤0.01%
+147
197
$7K ﹤0.01%
+275
198
$7K ﹤0.01%
+100
199
$7K ﹤0.01%
+160
200
$7K ﹤0.01%
+115
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