S
SimplyRich Portfolio holdings
AUM
$359M
This Quarter Return
+8.99%
1 Year Return
+13.54%
3 Year Return
+61.42%
5 Year Return
+112.44%
10 Year Return
–
AUM
$199M
AUM Growth
+$199M
(+9.7%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
5.2%
Top 10 Holdings %
Top 10 Hldgs %
39.54%
Holding
150
New
13
Increased
21
Reduced
26
Closed
1
Top Buys
| 1 |
Apple
AAPL
|
$9.83M |
| 2 |
RB Global
RBA
|
$290K |
| 3 |
United Parcel Service
UPS
|
$269K |
| 4 |
PARA
Paramount Global Class B
PARA
|
$235K |
| 5 |
Public Storage
PSA
|
$216K |
Top Sells
| 1 |
Lockheed Martin
LMT
|
$1.39M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$744K |
| 3 |
Rogers Communications
RCI
|
$550K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$77.2K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$65.9K |
Sector Composition
| 1 | Technology | 20.21% |
| 2 | Communication Services | 9.93% |
| 3 | Healthcare | 9.72% |
| 4 | Financials | 9.23% |
| 5 | Consumer Discretionary | 8.13% |
