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
$359M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.05M
3
+$592K
4
ATAT icon
Atour Lifestyle Holdings
ATAT
+$540K
5
TRP icon
TC Energy
TRP
+$528K

Top Sells

1
+$557K
2
+$504K
3
+$461K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$405K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$302K

Sector Composition

1 Technology 20.55%
2 Healthcare 11.62%
3 Communication Services 10.08%
4 Financials 9.12%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.47%
7,375
52
$1.68M 0.47%
6,077
+749
53
$1.68M 0.47%
20,839
-375
54
$1.65M 0.46%
15,900
55
$1.62M 0.45%
3,067
56
$1.58M 0.44%
1,903
57
$1.52M 0.43%
8,255
58
$1.49M 0.42%
15,344
59
$1.48M 0.41%
18,920
60
$1.37M 0.38%
6,140
+313
61
$1.37M 0.38%
61,352
+26,583
62
$1.32M 0.37%
16,930
63
$1.31M 0.36%
13,654
64
$1.3M 0.36%
7,520
65
$1.29M 0.36%
+50,632
66
$1.25M 0.35%
35,354
67
$1.25M 0.35%
19,220
68
$1.22M 0.34%
17,266
69
$1.21M 0.34%
12,129
-787
70
$1.21M 0.34%
7,074
71
$1.2M 0.33%
6,907
72
$1.18M 0.33%
64,518
-3,967
73
$1.17M 0.33%
15,945
+1,218
74
$1.16M 0.32%
7,560
75
$1.14M 0.32%
11,810
-38
1 2
3
4 5