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
$179M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$7.4M
3
+$7.03M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.34M
5
AAPL icon
Apple
AAPL
+$4.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.29%
2 Communication Services 11.99%
3 Healthcare 10.31%
4 Financials 9.98%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.61%
+37,215
52
$1.07M 0.6%
+27,058
53
$1.07M 0.6%
+8,918
54
$1.06M 0.59%
+14,459
55
$1.04M 0.58%
+18,825
56
$984K 0.55%
+3,205
57
$977K 0.55%
+16,096
58
$973K 0.54%
+8,166
59
$962K 0.54%
+29,869
60
$952K 0.53%
+13,335
61
$937K 0.52%
+4,753
62
$933K 0.52%
+17,748
63
$902K 0.5%
+26,222
64
$899K 0.5%
+8,058
65
$897K 0.5%
+7,982
66
$893K 0.5%
+17,668
67
$893K 0.5%
+23,358
68
$887K 0.5%
+11,888
69
$887K 0.5%
+13,386
70
$880K 0.49%
+8,839
71
$878K 0.49%
+12,106
72
$873K 0.49%
+2,720
73
$867K 0.48%
+5,936
74
$857K 0.48%
+12,144
75
$853K 0.48%
+15,144
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3
4 5