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
$720M
AUM Growth
-$78.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.63M
2 +$3.48M
3 +$2.55M
4
AGGH icon
Simplify Aggregate Bond ETF
AGGH
+$1.93M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.64M

Sector Composition

1 Healthcare 6.08%
2 Technology 0.28%
3 Consumer Discretionary 0.14%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0