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
201
$7K ﹤0.01%
+398
202
$7K ﹤0.01%
+192
203
$7K ﹤0.01%
+3,333
204
$7K ﹤0.01%
+130
205
$7K ﹤0.01%
+549
206
$7K ﹤0.01%
+241
207
$7K ﹤0.01%
+200
208
$7K ﹤0.01%
+180
209
$7K ﹤0.01%
+340
210
$7K ﹤0.01%
+204
211
$7K ﹤0.01%
+27
212
$6K ﹤0.01%
+1,591
213
$6K ﹤0.01%
+1,488
214
$6K ﹤0.01%
+139
215
$6K ﹤0.01%
+396
216
$6K ﹤0.01%
+210
217
$6K ﹤0.01%
+230
218
$6K ﹤0.01%
+160
219
$6K ﹤0.01%
+135
220
$6K ﹤0.01%
+98
221
$6K ﹤0.01%
+189
222
$6K ﹤0.01%
+200
223
$6K ﹤0.01%
+220
224
$6K ﹤0.01%
+402
225
$6K ﹤0.01%
+101
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