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
$174M
AUM Growth
-$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$218K
2
+$206K
3
+$205K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$74.6K
5
GIB icon
CGI
GIB
+$49K

Top Sells

1
+$811K
2
+$728K
3
+$604K
4
FMX icon
Fomento Económico Mexicano
FMX
+$584K
5
WIT icon
Wipro
WIT
+$533K

Sector Composition

1 Technology 13.53%
2 Communication Services 10.75%
3 Financials 10.15%
4 Healthcare 10.01%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.88%
13,881
27
$1.52M 0.87%
30,589
28
$1.47M 0.85%
6,188
29
$1.42M 0.81%
6,246
30
$1.38M 0.79%
7,372
-98
31
$1.38M 0.79%
8,403
32
$1.37M 0.79%
45,321
-8
33
$1.35M 0.78%
16,547
34
$1.35M 0.78%
31,416
35
$1.34M 0.77%
6,936
36
$1.32M 0.76%
36,110
-123
37
$1.28M 0.74%
25,652
-286
38
$1.28M 0.73%
12,198
39
$1.28M 0.73%
28,188
40
$1.25M 0.72%
43,869
41
$1.25M 0.72%
18,455
42
$1.14M 0.66%
8,464
43
$1.12M 0.64%
6,823
-30
44
$1.12M 0.64%
8,695
45
$1.12M 0.64%
23,237
46
$1.11M 0.64%
54,693
47
$1.11M 0.64%
23,358
48
$1.07M 0.62%
21,347
49
$1.07M 0.62%
18,601
-120
50
$1.06M 0.61%
11,842
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