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
+$201K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$803K
3
+$681K
4
NLY icon
Annaly Capital Management
NLY
+$641K
5
SPG icon
Simon Property Group
SPG
+$436K

Top Sells

1
+$962K
2
+$805K
3
+$757K
4
EQR icon
Equity Residential
EQR
+$711K
5
TRI icon
Thomson Reuters
TRI
+$611K

Sector Composition

1 Technology 13.49%
2 Communication Services 10.42%
3 Financials 9.96%
4 Healthcare 9.52%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.89%
36,233
-90
27
$1.5M 0.84%
19,820
28
$1.5M 0.84%
6,246
29
$1.5M 0.84%
6,936
30
$1.49M 0.83%
205,527
-23,998
31
$1.49M 0.83%
7,470
-32
32
$1.47M 0.82%
13,881
-300
33
$1.46M 0.81%
45,329
+7,020
34
$1.36M 0.76%
6,188
35
$1.35M 0.75%
31,416
36
$1.34M 0.75%
18,455
37
$1.31M 0.73%
+28,188
38
$1.31M 0.73%
25,938
-2,851
39
$1.3M 0.73%
43,869
40
$1.29M 0.72%
8,403
41
$1.28M 0.71%
8,464
42
$1.26M 0.7%
6,853
43
$1.23M 0.68%
12,198
44
$1.21M 0.68%
16,547
+421
45
$1.16M 0.65%
18,721
-2,902
46
$1.13M 0.63%
8,695
47
$1.12M 0.62%
3,205
48
$1.09M 0.61%
21,347
+3,599
49
$1.07M 0.6%
23,237
50
$1.06M 0.59%
21,503
+2,080
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