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
1
$81M 14.44%
+504,941
2
$77.3M 13.78%
+734,435
3
$76.6M 13.65%
+1,421,598
4
$34.7M 6.18%
+338,243
5
$32.9M 5.86%
+289,428
6
$32.2M 5.74%
+670,625
7
$31.6M 5.63%
+1,503,832
8
$26.2M 4.68%
+364,654
9
$24.5M 4.37%
+990,542
10
$23.9M 4.27%
+455,732
11
$20.5M 3.66%
+358,530
12
$20.1M 3.58%
+415,570
13
$19.6M 3.49%
+504,815
14
$17.7M 3.15%
+84,179
15
$14.2M 2.53%
+985,770
16
$11.4M 2.04%
+291,509
17
$3.46M 0.62%
+44,887
18
$2.36M 0.42%
+22,509
19
$800K 0.14%
+18,046
20
$459K 0.08%
+6,803
21
$427K 0.08%
+6,669
22
$421K 0.08%
+6,357
23
$418K 0.07%
+4,628
24
$395K 0.07%
+10,934
25
$282K 0.05%
+2,538
1
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