S
SimplyRich Portfolio holdings
AUM
$359M
This Quarter Return
-12.1%
1 Year Return
+13.54%
3 Year Return
+61.42%
5 Year Return
+112.44%
10 Year Return
–
AUM
$241M
AUM Growth
+$241M
(-16%)
Cap. Flow
-$6.45M
Cap. Flow
% of AUM
-2.68%
Top 10 Holdings %
Top 10 Hldgs %
40.78%
Holding
171
New
1
Increased
13
Reduced
46
Closed
12
Top Buys
| 1 |
Amazon
AMZN
|
$1.14M |
| 2 |
Take-Two Interactive
TTWO
|
$926K |
| 3 |
Coca-Cola
KO
|
$120K |
| 4 |
British American Tobacco
BTI
|
$105K |
| 5 |
Novartis
NVS
|
$73.2K |
Top Sells
| 1 |
Genmab
GMAB
|
$1.81M |
| 2 |
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
|
$1.72M |
| 3 |
Nice
NICE
|
$1.22M |
| 4 |
Equity Residential
EQR
|
$873K |
| 5 |
Omnicom Group
OMC
|
$352K |
Sector Composition
| 1 | Technology | 17.31% |
| 2 | Healthcare | 11.87% |
| 3 | Communication Services | 10.99% |
| 4 | Financials | 8.39% |
| 5 | Industrials | 7.15% |
