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
101
$607K 0.34%
+2,906
102
$605K 0.34%
+5,163
103
$599K 0.33%
+7,162
104
$596K 0.33%
+10,100
105
$595K 0.33%
+2
106
$587K 0.33%
+16,930
107
$583K 0.33%
+12,716
108
$579K 0.32%
+21,575
109
$573K 0.32%
+3,250
110
$571K 0.32%
+3,911
111
$554K 0.31%
+11,700
112
$547K 0.31%
+12,098
113
$534K 0.3%
+3,639
114
$520K 0.29%
+6,778
115
$491K 0.27%
+6,027
116
$483K 0.27%
+9,010
117
$478K 0.27%
+7,200
118
$440K 0.25%
+4,869
119
$431K 0.24%
+8,137
120
$412K 0.23%
+14,858
121
$378K 0.21%
+5,615
122
$376K 0.21%
+2,575
123
$366K 0.2%
+5,411
124
$364K 0.2%
+5,228
125
$360K 0.2%
+2,451
3 4
5
6 7