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
$123M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$7.48M
2 +$851K
3 +$578K
4
FMS icon
Fresenius Medical Care
FMS
+$571K
5
BTI icon
British American Tobacco
BTI
+$477K

Sector Composition

1 Technology 14.95%
2 Healthcare 8.97%
3 Consumer Discretionary 8.5%
4 Financials 8.48%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-16,930
77
-12,913