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
$188M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$398K
3 +$129K

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
$92.7M 49.39%
910,788
+3,914
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$50.2M 26.73%
1,163,080
+2,989
VXUS icon
3
Vanguard Total International Stock ETF
VXUS
$107B
$44.8M 23.88%
825,456
+288,751