S
SimplyRich Portfolio holdings
AUM
$359M
This Quarter Return
+10.2%
1 Year Return
+13.54%
3 Year Return
+61.42%
5 Year Return
+112.44%
10 Year Return
–
AUM
$251M
AUM Growth
+$251M
(+13%)
Cap. Flow
+$9.68M
Cap. Flow
% of AUM
3.85%
Top 10 Holdings %
Top 10 Hldgs %
37.13%
Holding
175
New
22
Increased
37
Reduced
30
Closed
5
Top Buys
| 1 |
Vipshop
VIPS
|
$1.52M |
| 2 |
Ferrari
RACE
|
$1.1M |
| 3 |
RB Global
RBA
|
$988K |
| 4 |
Nice
NICE
|
$980K |
| 5 |
Silicon Motion
SIMO
|
$793K |
Top Sells
| 1 |
TC Energy
TRP
|
$927K |
| 2 |
SNP
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
|
$451K |
| 3 |
Meta Platforms (Facebook)
META
|
$436K |
| 4 |
3M
MMM
|
$313K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$289K |
Sector Composition
| 1 | Technology | 17.77% |
| 2 | Healthcare | 12.66% |
| 3 | Financials | 9.06% |
| 4 | Communication Services | 8.25% |
| 5 | Consumer Discretionary | 8.18% |
