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
$183M
AUM Growth
+$9.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1 +$962K
2 +$230K
3 +$215K
4
JNJ icon
Johnson & Johnson
JNJ
+$214K
5
ORCL icon
Oracle
ORCL
+$212K

Top Sells

1 +$1.03M
2 +$339K
3 +$314K
4
MGA icon
Magna International
MGA
+$221K
5
PSA icon
Public Storage
PSA
+$206K

Sector Composition

1 Technology 14.28%
2 Healthcare 10.72%
3 Communication Services 10.48%
4 Financials 10.09%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$209K 0.11%
+3,622
152
$205K 0.11%
23,603
+1,828
153
$99K 0.05%
50,720
154
$38K 0.02%
16,800
155
-48,407
156
-910
157
-3,800
158
-7,076
159
-7,291
160
-2,405