SIMPLY MONEY ADVISORS Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 100
New Positions 13
Increased Positions 32
Decreased Positions 66
Positions with Activity 98
Sold Out Positions 56
Total Mkt Value (in $ millions) 659

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

Sector Weighting

Basic Materials 0%
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.02%
Energy 0.01%
Financial 99.88%
Healthcare 0.01%
Services 0.04%
Technology 0.03%
Transportation 0%
Utilities 0%

100 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
AETNA INC NEW COM -2 Sold Out 0
AK STL HLDG CORP COM -13 Sold Out 0
ALCATEL-LUCENT SPONSORED ADR -1 Sold Out 0
ALTAIR NANOTECHNOLOGIES INC COM PAR $0.001 -11 Sold Out 0
AMERIGAS PARTNERS L P UNIT L P INT -5 Sold Out 0
AMGEN INC COM -2 Sold Out 0
APACHE CORP COM -3 Sold Out 0
APPLIED MATLS INC COM -5 Sold Out 0
AVERY DENNISON CORP COM -5 Sold Out 0
BAKER HUGHES INC COM -4 Sold Out 0
BARRICK GOLD CORP COM -1 Sold Out 0
BLACKBERRY LTD COM -5 Sold Out 0
BOB EVANS FARMS INC COM -85 Sold Out 0
BP PLC SPONSORED ADR -5 Sold Out 0
CEMEX SAB DE CV SPON ADR NEW Sold Out 0
CINCINNATI FINL CORP COM -1 Sold Out 0
CLOROX CO DEL COM -2 Sold Out 0
CME GROUP INC COM -13 Sold Out 0
COCA COLA CO COM -2 Sold Out 0
CVS CAREMARK CORPORATION COM -3 Sold Out 0


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