SAM

Simplify Asset Management Portfolio holdings

AUM $1.65B
1-Year Est. Return 8.73%
This Quarter Est. Return
1 Year Est. Return
+8.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$551M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$11.8M
3
+$5.51M
4
PLTR icon
Palantir
PLTR
+$790K
5
AMZN icon
Amazon
AMZN
+$470K

Top Sells

1
+$717K
2
+$659K
3
+$489K
4
LMND icon
Lemonade
LMND
+$448K
5
SPOT icon
Spotify
SPOT
+$231K

Sector Composition

1 Technology 1.44%
2 Consumer Discretionary 0.15%
3 Communication Services 0.13%
4 Financials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$256K 0.02%
+1,077
27
$200K 0.01%
+3,999
28
– –
-4,102
29
– –
-20,854
30
– –
-840
31
– –
0
32
– –
0
1
2