SCP

Simon Charitable Public Portfolio holdings

AUM $184M
1-Year Est. Return 9.09%
This Quarter Est. Return
1 Year Est. Return
+9.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1
+$470K
2
+$469K
3
+$381K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$547B
$92.6M 50.28%
914,550
+3,762
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$49M 26.6%
1,174,358
+11,278
VXUS icon
3
Vanguard Total International Stock ETF
VXUS
$107B
$42.6M 23.12%
834,643
+9,187