SMA
Simply Money Advisors Portfolio holdings
AUM
$711M
1-Year Return
6.92%
This Quarter Return
-1.89%
1 Year Return
+6.92%
3 Year Return
+11.46%
5 Year Return
+25.28%
10 Year Return
–
AUM
$561M
AUM Growth
–
Cap. Flow
+$561M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.59%
Holding
434
New
431
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$81M |
| 2 |
iShares MBS ETF
MBB
|
+$77.3M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$76.6M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$34.7M |
| 5 |
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% |
