SS
Simplicity Solutions Portfolio holdings
AUM
$3.66B
1-Year Return
23.5%
This Quarter Return
+1.21%
1 Year Return
+23.5%
3 Year Return
+37.06%
5 Year Return
+102.79%
10 Year Return
–
AUM
$1.39B
AUM Growth
+$230M
(+20%)
Cap. Flow
+$222M
Cap. Flow
% of AUM
16.01%
Top 10 Holdings %
Top 10 Hldgs %
47.61%
Holding
517
New
154
Increased
253
Reduced
80
Closed
26
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$23.5M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
+$10.2M |
| 3 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$9.97M |
| 4 |
iShares Russell Top 200 Value ETF
IWX
|
+$9.24M |
| 5 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$8.7M |
Top Sells
Sector Composition
| 1 | Financials | 1.95% |
| 2 | Technology | 1.93% |
| 3 | Healthcare | 1.89% |
| 4 | Energy | 1.76% |
| 5 | Consumer Staples | 1.55% |
