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
51
$1.43M 0.45%
14,216
-389
52
$1.4M 0.44%
9,418
53
$1.37M 0.43%
12,916
-884
54
$1.34M 0.42%
3,067
55
$1.32M 0.42%
16,930
56
$1.31M 0.41%
13,654
57
$1.3M 0.41%
68,485
+560
58
$1.29M 0.41%
2,765
+22
59
$1.28M 0.41%
15,344
60
$1.28M 0.41%
8,255
61
$1.27M 0.4%
5,328
+45
62
$1.26M 0.4%
14,130
+128
63
$1.23M 0.39%
5,827
+53
64
$1.21M 0.38%
7,520
65
$1.19M 0.38%
7,074
66
$1.18M 0.37%
17,266
67
$1.18M 0.37%
11,848
-125
68
$1.18M 0.37%
7,560
69
$1.14M 0.36%
6,907
-13
70
$1.1M 0.35%
18,920
71
$1.04M 0.33%
32,388
-45
72
$1.03M 0.33%
19,220
73
$1.01M 0.32%
5,215
74
$1.01M 0.32%
4,267
75
$985K 0.31%
11,478
1 2
3
4 5