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
$591M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$4.56M
2 +$1.93M
3 +$1.62M
4
ESTA icon
Establishment Labs
ESTA
+$1.6M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$512K

Sector Composition

1 Healthcare 8.89%
2 Technology 0.23%
3 Consumer Discretionary 0.06%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0
77
0
78
-1,163
79
-19,135