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
$223M
AUM Growth
+$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 0.7%
2 Financials 0.26%
3 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$242K 0.11%
+4,446
27
-3,129