S
SimplyRich Portfolio holdings
AUM
$359M
1-Year Return
13.54%
This Quarter Return
+6.54%
1 Year Return
+13.54%
3 Year Return
+61.42%
5 Year Return
+112.44%
10 Year Return
–
AUM
$266M
AUM Growth
+$14.7M
(+5.9%)
Cap. Flow
+$1.11M
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
38.53%
Holding
177
New
7
Increased
29
Reduced
26
Closed
3
Top Buys
| 1 |
NetEase
NTES
|
$296K |
| 2 |
Smith & Nephew
SNN
|
$284K |
| 3 |
Rogers Communications
RCI
|
$227K |
| 4 |
Expeditors International
EXPD
|
$225K |
| 5 |
Meta Platforms (Facebook)
META
|
$224K |
Top Sells
| 1 |
ASAI
Sendas Distribuidora S.A. American Depositary Share (each representing five common shares)
ASAI
|
$559K |
| 2 |
Sabesp
SBS
|
$203K |
| 3 |
Logitech
LOGI
|
$166K |
| 4 |
British American Tobacco
BTI
|
$136K |
| 5 |
Apple
AAPL
|
$75.7K |
Sector Composition
| 1 | Technology | 19.69% |
| 2 | Healthcare | 11.41% |
| 3 | Communication Services | 9.21% |
| 4 | Financials | 8.61% |
| 5 | Consumer Discretionary | 8.09% |
