S
SimplyRich Portfolio holdings
AUM
$359M
This Quarter Return
+10.1%
1 Year Return
+13.54%
3 Year Return
+61.42%
5 Year Return
+112.44%
10 Year Return
–
AUM
$301M
AUM Growth
+$301M
(+9.6%)
Cap. Flow
+$1.6M
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
40.4%
Holding
179
New
5
Increased
49
Reduced
25
Closed
8
Top Buys
| 1 |
Rogers Communications
RCI
|
$1.5M |
| 2 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$1.24M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$961K |
| 4 |
Equity Residential
EQR
|
$901K |
| 5 |
Coca-Cola Femsa
KOF
|
$622K |
Top Sells
| 1 |
Ericsson
ERIC
|
$1.33M |
| 2 |
British American Tobacco
BTI
|
$1.27M |
| 3 |
Smith & Nephew
SNN
|
$1.08M |
| 4 |
PARA
Paramount Global Class B
PARA
|
$260K |
| 5 |
Verizon
VZ
|
$237K |
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Communication Services | 11.22% |
| 3 | Healthcare | 10.03% |
| 4 | Financials | 8.57% |
| 5 | Consumer Discretionary | 7.54% |
