S
SimplyRich Portfolio holdings
AUM
$359M
This Quarter Return
+2.81%
1 Year Return
+13.54%
3 Year Return
+61.42%
5 Year Return
+112.44%
10 Year Return
–
AUM
$183M
AUM Growth
+$183M
(+1.2%)
Cap. Flow
-$605K
Cap. Flow
% of AUM
-0.33%
Top 10 Holdings %
Top 10 Hldgs %
36.41%
Holding
158
New
3
Increased
20
Reduced
17
Closed
8
Top Buys
| 1 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$392K |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$380K |
| 3 |
iShares Global REIT ETF
REET
|
$289K |
| 4 |
D.R. Horton
DHI
|
$224K |
| 5 |
Invesco DB Precious Metals Fund
DBP
|
$213K |
Top Sells
| 1 |
Simon Property Group
SPG
|
$451K |
| 2 |
KYO
Kyocera Adr
KYO
|
$242K |
| 3 |
DCM
NTT DOCOMO, Inc.
DCM
|
$240K |
| 4 |
KUB
KUBOTA CORPORATION (ONE ADS REP 5 SHS COM)
KUB
|
$217K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$209K |
Sector Composition
| 1 | Technology | 14.97% |
| 2 | Communication Services | 10.95% |
| 3 | Financials | 10.87% |
| 4 | Healthcare | 8.72% |
| 5 | Consumer Discretionary | 8.28% |
