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
$203M
AUM Growth
+$81.6K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1 +$42.5K
2 +$24.9K
3 +$14.5K

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.49%
2 Industrials 0.16%
3 Utilities 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$397K 0.2%
32,914
27
$369K 0.18%
6,890
28
$368K 0.18%
10,495
29
$348K 0.17%
20,845
30
$321K 0.16%
729
31
$226K 0.11%
5,705
32
$224K 0.11%
9,360
33
$214K 0.11%
3,144