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
$251M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.1M
3
+$988K
4
NICE icon
Nice
NICE
+$980K
5
SIMO icon
Silicon Motion
SIMO
+$793K

Top Sells

1
+$927K
2
+$451K
3
+$436K
4
MMM icon
3M
MMM
+$313K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$289K

Sector Composition

1 Technology 17.77%
2 Healthcare 12.66%
3 Financials 9.06%
4 Communication Services 8.25%
5 Consumer Discretionary 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 0.82%
43,812
+57
27
$2.05M 0.82%
74,076
+79
28
$1.96M 0.78%
143,588
+111,395
29
$1.87M 0.74%
4,982
30
$1.87M 0.74%
53,405
31
$1.86M 0.74%
23,358
32
$1.79M 0.71%
5,162
33
$1.68M 0.67%
29,241
34
$1.68M 0.67%
3,073
+3
35
$1.65M 0.66%
6,748
-5
36
$1.65M 0.66%
19,975
-88
37
$1.63M 0.65%
32,305
+147
38
$1.51M 0.6%
26,519
+307
39
$1.51M 0.6%
31,695
+131
40
$1.49M 0.59%
16,415
-894
41
$1.47M 0.59%
14,597
42
$1.44M 0.57%
51,120
43
$1.35M 0.54%
18,920
44
$1.34M 0.53%
2,757
45
$1.3M 0.52%
8,255
46
$1.28M 0.51%
6,650
+5,099
47
$1.28M 0.51%
7,595
48
$1.27M 0.51%
21,987
+17,087
49
$1.27M 0.51%
9,294
+591
50
$1.25M 0.5%
4,869
1
2
3 4 5