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
$316M
AUM Growth
+$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$401K
2
+$396K
3
+$378K
4
AU icon
AngloGold Ashanti
AU
+$374K
5
GPC icon
Genuine Parts
GPC
+$321K

Top Sells

1
+$670K
2
+$359K
3
+$351K
4
TSEM icon
Tower Semiconductor
TSEM
+$342K
5
NICE icon
Nice
NICE
+$331K

Sector Composition

1 Technology 21.28%
2 Healthcare 12.82%
3 Communication Services 11.64%
4 Financials 8.59%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 0.78%
8,088
27
$2.28M 0.72%
5,162
28
$2.22M 0.7%
5,443
29
$2.18M 0.69%
11,280
30
$2.09M 0.66%
15,900
31
$2.09M 0.66%
53,276
32
$2.03M 0.64%
17,171
+23
33
$1.96M 0.62%
19,067
+60
34
$1.95M 0.62%
1,903
35
$1.94M 0.61%
26,901
+158
36
$1.92M 0.61%
9,387
+16
37
$1.92M 0.61%
4,966
+97
38
$1.92M 0.61%
25,432
-289
39
$1.87M 0.59%
143,878
-508
40
$1.87M 0.59%
6,246
41
$1.8M 0.57%
7,065
+42
42
$1.71M 0.54%
31,121
-1,548
43
$1.63M 0.52%
11,895
-190
44
$1.62M 0.51%
21,214
-16
45
$1.6M 0.51%
15,054
-1,089
46
$1.59M 0.5%
1,877
+14
47
$1.57M 0.5%
15,006
-193
48
$1.55M 0.49%
32,597
+221
49
$1.51M 0.48%
7,667
+50
50
$1.49M 0.47%
7,375
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2
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