S
SimplyRich Portfolio holdings
AUM
$359M
This Quarter Return
+1.72%
1 Year Return
+13.54%
3 Year Return
+61.42%
5 Year Return
+112.44%
10 Year Return
–
AUM
$174M
AUM Growth
+$174M
(-2.7%)
Cap. Flow
-$6.01M
Cap. Flow
% of AUM
-3.45%
Top 10 Holdings %
Top 10 Hldgs %
29.84%
Holding
175
New
3
Increased
13
Reduced
33
Closed
15
Top Buys
| 1 |
Valero Energy
VLO
|
$218K |
| 2 |
Public Storage
PSA
|
$206K |
| 3 |
Gildan
GIL
|
$205K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$74.6K |
| 5 |
CGI
GIB
|
$49K |
Top Sells
| 1 |
NetEase
NTES
|
$811K |
| 2 |
Altria Group
MO
|
$728K |
| 3 |
Starbucks
SBUX
|
$604K |
| 4 |
Fomento Económico Mexicano
FMX
|
$584K |
| 5 |
Wipro
WIT
|
$533K |
Sector Composition
| 1 | Technology | 13.53% |
| 2 | Communication Services | 10.75% |
| 3 | Financials | 10.15% |
| 4 | Healthcare | 10.01% |
| 5 | Consumer Discretionary | 7.81% |
