S

SimplyRich Portfolio holdings

AUM $371M
1-Year Est. Return 16.79%
This Quarter Est. Return
1 Year Est. Return
+16.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$7.61M
2 +$7.4M
3 +$7.03M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.34M
5
AAPL icon
Apple
AAPL
+$4.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.29%
2 Communication Services 11.99%
3 Healthcare 10.31%
4 Financials 9.98%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$231K 0.13%
+5,825
152
$229K 0.13%
+1,711
153
$228K 0.13%
+2,421
154
$228K 0.13%
+3,400
155
$227K 0.13%
+3,700
156
$220K 0.12%
+4,300
157
$219K 0.12%
+33,847
158
$217K 0.12%
+1,550
159
$215K 0.12%
+3,800
160
$209K 0.12%
+2,200
161
$208K 0.12%
+4,227
162
$41K 0.02%
+16,800