S

SimplyRich Portfolio holdings

AUM $371M
1-Year Est. Return 16.79%
This Quarter Est. Return
1 Year Est. Return
+16.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$7.4M
3
+$7.03M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.34M
5
AAPL icon
Apple
AAPL
+$4.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.29%
2 Communication Services 11.99%
3 Healthcare 10.31%
4 Financials 9.98%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.87%
+6,246
27
$1.54M 0.86%
+28,789
28
$1.49M 0.83%
+7,502
29
$1.48M 0.83%
+229,525
30
$1.46M 0.82%
+19,820
31
$1.44M 0.81%
+43,869
32
$1.44M 0.81%
+36,323
33
$1.41M 0.79%
+30,589
34
$1.39M 0.78%
+6,188
35
$1.39M 0.78%
+18,455
36
$1.35M 0.75%
+6,853
37
$1.33M 0.74%
+16,126
38
$1.31M 0.73%
+12,198
39
$1.3M 0.73%
+18,905
40
$1.3M 0.73%
+6,936
41
$1.29M 0.72%
+56,342
42
$1.29M 0.72%
+8,403
43
$1.25M 0.7%
+38,309
44
$1.24M 0.69%
+21,623
45
$1.22M 0.68%
+8,464
46
$1.2M 0.67%
+31,416
47
$1.14M 0.64%
+23,237
48
$1.12M 0.62%
+48,407
49
$1.11M 0.62%
+8,695
50
$1.1M 0.61%
+23,110
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