SMA
Simply Money Advisors Portfolio holdings
AUM
$711M
This Quarter Return
+2.49%
1 Year Return
+6.92%
3 Year Return
+11.46%
5 Year Return
+25.28%
10 Year Return
–
AUM
$755M
AUM Growth
+$755M
(+3%)
Cap. Flow
+$4.92M
Cap. Flow
% of AUM
0.65%
Top 10 Holdings %
Top 10 Hldgs %
73.6%
Holding
33
New
1
Increased
18
Reduced
14
Closed
–
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$14.3M |
| 2 |
Vanguard Growth ETF
VUG
|
$3.64M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$3.64M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.9M |
| 5 |
JPMorgan Diversified Return International Equity ETF
JPIN
|
$2.03M |
Top Sells
| 1 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$10.9M |
| 2 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$10.6M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.98M |
| 4 |
iShares Core High Dividend ETF
HDV
|
$1.6M |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$1.11M |
