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Home > Institutional Investor > Simply Money Advisors > Profile

Instuitional Investor - Simply Money Advisors

Fund Profile
Filing Period:
Fund Name: Simply Money Advisors
Portfolio Value $710,812,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 475,092 $126,075,000 17.73%
2.
Spdr Series Trust
 2,249,030 $75,432,000 10.61%
3.
Goldman Sachs Etf Tr
 1,211,151 $64,688,000 9.1%
4.
Ishares Trust
 IEF 515,946 $55,335,000 7.78%
5.
Jp Morgan Exchange Traded Fd
 748,315 $44,472,000 6.25%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)