S
SimplyRich Portfolio holdings
AUM
$359M
1-Year Return
13.54%
This Quarter Return
+5.21%
1 Year Return
+13.54%
3 Year Return
+61.42%
5 Year Return
+112.44%
10 Year Return
–
AUM
$252M
AUM Growth
+$28.1M
(+13%)
Cap. Flow
+$17.5M
Cap. Flow
% of AUM
6.96%
Top 10 Holdings %
Top 10 Hldgs %
36.36%
Holding
170
New
14
Increased
50
Reduced
9
Closed
–
Top Buys
| 1 |
TC Energy
TRP
|
$1.67M |
| 2 |
Ericsson
ERIC
|
$1.62M |
| 3 |
Genmab
GMAB
|
$1.56M |
| 4 |
British American Tobacco
BTI
|
$1.39M |
| 5 |
Nice
NICE
|
$1.33M |
Top Sells
| 1 |
Lockheed Martin
LMT
|
$120K |
| 2 |
WisdomTree New Economy Real Estate Fund
WTRE
|
$54.4K |
| 3 |
UnitedHealth
UNH
|
$36.1K |
| 4 |
Apple
AAPL
|
$35.1K |
| 5 |
Diageo
DEO
|
$30.6K |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Communication Services | 10.44% |
| 3 | Healthcare | 9.56% |
| 4 | Financials | 9.4% |
| 5 | Consumer Discretionary | 7.83% |
