S
SimplyRich Portfolio holdings
AUM
$359M
This Quarter Return
-9.66%
1 Year Return
+13.54%
3 Year Return
+61.42%
5 Year Return
+112.44%
10 Year Return
–
AUM
$109M
AUM Growth
+$109M
(-41%)
Cap. Flow
-$59.9M
Cap. Flow
% of AUM
-55.02%
Top 10 Holdings %
Top 10 Hldgs %
42.69%
Holding
159
New
–
Increased
11
Reduced
32
Closed
85
Top Buys
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$900K |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$789K |
| 3 |
Cigna
CI
|
$529K |
| 4 |
TJX Companies
TJX
|
$512K |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$420K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$7.05M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$3.87M |
| 3 |
Amgen
AMGN
|
$1.99M |
| 4 |
Elevance Health
ELV
|
$1.7M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.57M |
Sector Composition
| 1 | Technology | 14.58% |
| 2 | Healthcare | 10.38% |
| 3 | Financials | 8.25% |
| 4 | Consumer Discretionary | 8.25% |
| 5 | Communication Services | 5.76% |
