S
SimplyRich Portfolio holdings
AUM
$359M
This Quarter Return
+11.43%
1 Year Return
+13.54%
3 Year Return
+61.42%
5 Year Return
+112.44%
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+13%)
Cap. Flow
+$2.45M
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
46.98%
Holding
83
New
9
Increased
10
Reduced
16
Closed
8
Top Buys
| 1 |
iShares Global REIT ETF
REET
|
$7.48M |
| 2 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$851K |
| 3 |
CHL
China Mobile Limited
CHL
|
$578K |
| 4 |
Fresenius Medical Care
FMS
|
$571K |
| 5 |
British American Tobacco
BTI
|
$477K |
Top Sells
Sector Composition
| 1 | Technology | 14.95% |
| 2 | Healthcare | 8.97% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Financials | 8.48% |
| 5 | Consumer Staples | 6.24% |