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
$199M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$394K
3
+$393K
4
REET icon
iShares Global REIT ETF
REET
+$329K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$294K

Top Sells

1
+$509K
2
+$295K
3
+$289K
4
EXPE icon
Expedia Group
EXPE
+$263K
5
GIL icon
Gildan
GIL
+$239K

Sector Composition

1 Technology 15.88%
2 Financials 11.02%
3 Communication Services 10.79%
4 Healthcare 9.84%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,992
152
– –
-6,782
153
– –
-910
154
– –
-11,304
3 4 5 6
7