S

SimplyRich Portfolio holdings

AUM $382M
1-Year Est. Return 24.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.47%
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
157
New
Increased
Reduced
Closed

Top Buys

1 +$6.78M
2 +$3.62M
3 +$1.72M
4
ELV icon
Elevance Health
ELV
+$1.65M
5
ACN icon
Accenture
ACN
+$1.51M

Top Sells

1 +$425K
2 +$375K
3 +$338K
4
NVS icon
Novartis
NVS
+$162K
5
CI icon
Cigna
CI
+$142K

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