S
SimplyRich Portfolio holdings
AUM
$359M
This Quarter Return
+3.69%
1 Year Return
+13.54%
3 Year Return
+61.42%
5 Year Return
+112.44%
10 Year Return
–
AUM
$316M
AUM Growth
+$316M
(+2.1%)
Cap. Flow
-$256K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
42.79%
Holding
188
New
9
Increased
48
Reduced
41
Closed
10
Top Buys
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$401K |
| 2 |
Garmin
GRMN
|
$396K |
| 3 |
Reinsurance Group of America
RGA
|
$378K |
| 4 |
AngloGold Ashanti
AU
|
$374K |
| 5 |
Genuine Parts
GPC
|
$321K |
Top Sells
| 1 |
Sony
SONY
|
$670K |
| 2 |
Rogers Communications
RCI
|
$359K |
| 3 |
Takeda Pharmaceutical
TAK
|
$351K |
| 4 |
Tower Semiconductor
TSEM
|
$342K |
| 5 |
Nice
NICE
|
$331K |
Sector Composition
| 1 | Technology | 21.28% |
| 2 | Healthcare | 12.82% |
| 3 | Communication Services | 11.64% |
| 4 | Financials | 8.59% |
| 5 | Consumer Discretionary | 8.39% |
