SS
Simplicity Solutions Portfolio holdings
AUM
$3.66B
This Quarter Return
+5.37%
1 Year Return
+23.5%
3 Year Return
+37.06%
5 Year Return
+102.79%
10 Year Return
–
AUM
$84.3M
AUM Growth
–
Cap. Flow
+$84.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.27%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$6.16M |
| 2 |
Invesco QQQ Trust
QQQ
|
$6.1M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$6.01M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.76M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$3.42M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 3.06% |
| 2 | Consumer Discretionary | 1.8% |
| 3 | Technology | 0.87% |
| 4 | Real Estate | 0.79% |
| 5 | Healthcare | 0.01% |
