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
$309M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$460K
2
+$353K
3
+$351K
4
TSEM icon
Tower Semiconductor
TSEM
+$342K
5
NICE icon
Nice
NICE
+$331K

Top Sells

1
+$1.36M
2
+$801K
3
+$510K
4
REET icon
iShares Global REIT ETF
REET
+$298K
5
ABEV icon
Ambev
ABEV
+$210K

Sector Composition

1 Technology 19.94%
2 Healthcare 12.75%
3 Communication Services 10.66%
4 Consumer Discretionary 9.22%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.8%
5,162
27
$2.42M 0.78%
25,721
28
$2.39M 0.77%
144,386
+408
29
$2.37M 0.77%
5,443
30
$2.37M 0.77%
23,358
31
$2.36M 0.76%
9,371
+35
32
$2.35M 0.76%
19,007
+73
33
$2.31M 0.75%
53,276
-79
34
$2.26M 0.73%
17,148
+54
35
$2.13M 0.69%
13,800
-246
36
$2.04M 0.66%
11,280
37
$1.88M 0.61%
15,900
38
$1.85M 0.6%
1,903
39
$1.82M 0.59%
7,023
+74
40
$1.81M 0.58%
6,246
41
$1.79M 0.58%
26,743
+153
42
$1.73M 0.56%
4,869
43
$1.66M 0.54%
12,085
44
$1.64M 0.53%
7,617
+10
45
$1.64M 0.53%
32,669
+495
46
$1.62M 0.52%
21,230
-14
47
$1.62M 0.52%
32,376
+140
48
$1.6M 0.52%
15,199
+809
49
$1.56M 0.5%
16,143
+66
50
$1.51M 0.49%
9,418
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