SI
SimpliFi Inc Portfolio holdings
AUM
$227M
This Quarter Return
+1.63%
1 Year Return
+6.96%
3 Year Return
+21.11%
5 Year Return
+27.76%
10 Year Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
96.88%
Holding
14
New
14
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$27.3M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$15.1M |
| 3 |
ProShares Investment Grade-Interest Rate Hedged
IGHG
|
$14.7M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$13.3M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$11.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 1.13% |
| 2 | Financials | 0.33% |
