SI

SimpliFi Inc Portfolio holdings

AUM $227M
1-Year Est. Return 6.96%
This Quarter Est. Return
1 Year Est. Return
+6.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$15.8M
2 +$11.5M
3 +$6.03M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.95M
5
QEFA icon
SPDR MSCI EAFE StrategicFactors ETF
QEFA
+$1.2M

Sector Composition

1 Communication Services 0.88%
2 Financials 0.22%
3 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-142,688