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
51
$1.47M 0.47%
3,067
52
$1.47M 0.47%
11,973
-24
53
$1.44M 0.46%
7,375
54
$1.43M 0.46%
14,605
55
$1.4M 0.45%
13,654
56
$1.36M 0.44%
1,863
+10
57
$1.33M 0.43%
8,255
58
$1.33M 0.43%
15,344
-220
59
$1.32M 0.43%
5,283
+51
60
$1.27M 0.41%
18,920
61
$1.25M 0.4%
2,743
+14
62
$1.21M 0.39%
32,433
63
$1.2M 0.39%
14,002
+82
64
$1.19M 0.39%
17,266
65
$1.19M 0.38%
5,774
+58
66
$1.15M 0.37%
16,930
67
$1.15M 0.37%
4,267
68
$1.13M 0.36%
17,266
+89
69
$1.12M 0.36%
7,560
70
$1.12M 0.36%
6,920
-44
71
$1.12M 0.36%
11,478
72
$1.1M 0.36%
7,074
73
$1.03M 0.33%
67,925
74
$1.02M 0.33%
14,574
+94
75
$1.01M 0.33%
19,220
1 2
3
4 5