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
76
$814K 0.46%
+52,400
77
$810K 0.45%
+43,900
78
$809K 0.45%
+19,423
79
$805K 0.45%
+20,576
80
$797K 0.45%
+5,108
81
$795K 0.44%
+387,584
82
$787K 0.44%
+33,212
83
$781K 0.44%
+5,162
84
$759K 0.42%
+13,736
85
$748K 0.42%
+19,820
86
$745K 0.42%
+186,228
87
$715K 0.4%
+17,400
88
$712K 0.4%
+4,267
89
$711K 0.4%
+11,142
90
$690K 0.39%
+7,513
91
$684K 0.38%
+3,999
92
$681K 0.38%
+10,762
93
$674K 0.38%
+10,054
94
$673K 0.38%
+5,614
95
$660K 0.37%
+11,280
96
$651K 0.36%
+15,200
97
$625K 0.35%
+6,651
98
$621K 0.35%
+7,315
99
$612K 0.34%
+10,659
100
$611K 0.34%
+12,261
2 3
4
5 6