SS

Simplicity Solutions Portfolio holdings

AUM $3.66B
1-Year Est. Return 23.5%
This Quarter Est. Return
1 Year Est. Return
+23.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$845M
AUM Growth
+$753M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$9.52M
3 +$8.65M
4
AAPL icon
Apple
AAPL
+$8.35M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.75M

Sector Composition

1 Healthcare 10.95%
2 Financials 10.25%
3 Technology 9.84%
4 Industrials 8.52%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$786K 0.09%
+58,828
327
$785K 0.09%
+18,057
328
$783K 0.09%
+42,720
329
$779K 0.09%
+67,680
330
$779K 0.09%
+67,405
331
$777K 0.09%
+26,944
332
$776K 0.09%
+11,473
333
$775K 0.09%
16,866
+7,548
334
$773K 0.09%
+18,028
335
$772K 0.09%
+24,349
336
$770K 0.09%
+5,523
337
$765K 0.09%
+17,739
338
$761K 0.09%
29,550
+6,074
339
$755K 0.09%
+26,060
340
$754K 0.09%
12,504
+8,611
341
$753K 0.09%
+13,485
342
$749K 0.09%
+9,743
343
$746K 0.09%
+39,089
344
$739K 0.09%
+16,325
345
$736K 0.09%
+11,549
346
$735K 0.09%
19,558
+3,971
347
$735K 0.09%
+12,053
348
$734K 0.09%
+68,261
349
$730K 0.09%
+64,072
350
$729K 0.09%
+16,971