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
$206M
AUM Growth
-$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$319K
2
+$304K
3
+$250K
4
DHR icon
Danaher
DHR
+$205K
5
FSLY icon
Fastly
FSLY
+$205K

Top Sells

1
+$13.6M
2
+$12.9M
3
+$12.2M
4
REET icon
iShares Global REIT ETF
REET
+$8.44M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.89M

Sector Composition

1 Technology 25.29%
2 Healthcare 15.65%
3 Communication Services 14.1%
4 Consumer Discretionary 11.14%
5 Financials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.99%
5,162
27
$1.98M 0.96%
26,294
-31
28
$1.96M 0.95%
18,133
-102
29
$1.71M 0.83%
26,585
+24
30
$1.7M 0.83%
31,710
31
$1.67M 0.81%
9,267
32
$1.65M 0.8%
6,246
33
$1.64M 0.79%
16,077
34
$1.62M 0.79%
32,803
+2
35
$1.61M 0.78%
18,935
36
$1.61M 0.78%
5,443
37
$1.52M 0.74%
7,587
-37
38
$1.43M 0.7%
11,280
39
$1.42M 0.69%
6,833
+609
40
$1.35M 0.65%
3,067
-6
41
$1.33M 0.64%
12,085
42
$1.33M 0.64%
21,244
-10
43
$1.32M 0.64%
4,869
44
$1.29M 0.63%
13,654
45
$1.26M 0.61%
5,232
46
$1.15M 0.56%
16,930
47
$1.12M 0.54%
1,903
48
$1.11M 0.54%
2,721
-9
49
$1.11M 0.54%
18,920
50
$1.09M 0.53%
5,715
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