SIMPLY MONEY ADVISORS Information

7890 E. KEMPER ROAD, SUITE 200, CINCINNATI, Ohio, 45249, (513) 469-7500

Report Date: 06/30/2015

Position Statistics

Total Positions 23
New Positions 0
Increased Positions 11
Decreased Positions 12
Positions with Activity 23
Sold Out Positions 3
Total Mkt Value (in $ millions) 658

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 100%
Healthcare
Services
Technology 0%
Transportation
Utilities

23 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM -244 Sold Out 0
PEOPLES BANCORP INC COM -960 Sold Out 0
WISDOMTREE TR BLMBG US BULL -38,504 Sold Out 0


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