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
$224M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$357K
3
+$224K
4
VIPS icon
Vipshop
VIPS
+$221K
5
RIO icon
Rio Tinto
RIO
+$208K

Top Sells

1
+$871K
2
+$360K
3
+$342K
4
RELX icon
RELX
RELX
+$209K
5
WPM icon
Wheaton Precious Metals
WPM
+$206K

Sector Composition

1 Technology 20.55%
2 Communication Services 10.31%
3 Financials 9.59%
4 Healthcare 9.39%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-4,201
152
– –
-21,086
153
– –
-10,630
154
– –
-14,414
3 4 5 6
7