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
201
$7K ﹤0.01%
+100
202
$7K ﹤0.01%
+160
203
$7K ﹤0.01%
+115
204
$7K ﹤0.01%
+398
205
$7K ﹤0.01%
+192
206
$7K ﹤0.01%
+3,333
207
$7K ﹤0.01%
+130
208
$7K ﹤0.01%
+549
209
$7K ﹤0.01%
+241
210
$7K ﹤0.01%
+200
211
$7K ﹤0.01%
+180
212
$6K ﹤0.01%
+139
213
$6K ﹤0.01%
+396
214
$6K ﹤0.01%
+210
215
$6K ﹤0.01%
+230
216
$6K ﹤0.01%
+160
217
$6K ﹤0.01%
+135
218
$6K ﹤0.01%
+80
219
$6K ﹤0.01%
+204
220
$6K ﹤0.01%
+154
221
$6K ﹤0.01%
+153
222
$6K ﹤0.01%
+70
223
$6K ﹤0.01%
+100
224
$6K ﹤0.01%
+1,000
225
$6K ﹤0.01%
+98
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