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
$181M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$6.35M
2 +$3.38M
3 +$1.77M
4
ELV icon
Elevance Health
ELV
+$1.7M
5
ACN icon
Accenture
ACN
+$1.55M

Top Sells

1 +$408K
2 +$375K
3 +$338K
4
NVS icon
Novartis
NVS
+$175K
5
CI icon
Cigna
CI
+$143K

Sector Composition

1 Technology 14.7%
2 Financials 10.92%
3 Communication Services 10.46%
4 Healthcare 9.33%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-15,099