We are live on ! Find out more
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
$1.67B
AUM Growth
+$901M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$40.6M
3
+$34.5M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$34.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$31.4M

Top Sells

1
+$1.95M
2
+$1.69M
3
+$1.58M
4
VSHY icon
Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
+$1.35M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.16M

Sector Composition

1 Technology 5.68%
2 Healthcare 4.17%
3 Financials 3.59%
4 Industrials 3.48%
5 Consumer Discretionary 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-5,881
777
– –
-14,100
778
– –
-10,425
779
– –
-10,558
780
– –
-8,003
781
– –
-16,999
782
– –
-4,591
783
– –
-9,157
784
– –
-8,879
785
– –
-3,557
786
– –
-7,573
787
– –
-2,855
788
– –
-4,433
789
– –
-5,052
790
– –
-5,380
791
– –
-16,799
792
– –
-27,098
793
– –
-4,233
794
– –
-10,324
795
– –
-11,246
796
– –
-18,420
797
– –
-11,228
798
– –
-5,669
799
– –
-9,417
800
– –
-3,657
29 30 31
32
33