SS

Simplicity Solutions Portfolio holdings

AUM $3.66B
1-Year Est. Return 23.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$690M
AUM Growth
-$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$5.5M
3 +$2.97M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.25M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.09M

Sector Composition

1 Technology 15.1%
2 Healthcare 10.53%
3 Financials 7.9%
4 Consumer Discretionary 6.21%
5 Industrials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-5,669
727
-8,782