SS
Simplicity Solutions Portfolio holdings
AUM
$3.66B
This Quarter Return
-0.42%
1 Year Return
+23.5%
3 Year Return
+37.06%
5 Year Return
+102.79%
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(+25%)
Cap. Flow
+$21.4M
Cap. Flow
% of AUM
20.26%
Top 10 Holdings %
Top 10 Hldgs %
40.79%
Holding
147
New
65
Increased
31
Reduced
37
Closed
14
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$5.35M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$3.67M |
| 3 |
iShares US Financials ETF
IYF
|
$2.36M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$1.38M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$1.23M |
Top Sells
Sector Composition
| 1 | Healthcare | 3.28% |
| 2 | Industrials | 3.24% |
| 3 | Consumer Discretionary | 2.08% |
| 4 | Technology | 2% |
| 5 | Financials | 1.58% |
