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
$221M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Sells

1 +$49.2M
2 +$25.2M
3 +$16.9M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$5.22M
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$4.48M

Sector Composition

1 Communication Services 0.8%
2 Financials 0.27%
3 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-960,588
27
-77,645
28
-318,301
29
-336,502