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

Top Buys

1 +$870K
2 +$384K
3 +$280K
4
MGA icon
Magna International
MGA
+$269K
5
COOP
Mr. Cooper
COOP
+$243K

Top Sells

1 +$871K
2 +$363K
3 +$342K
4
RELX icon
RELX
RELX
+$225K
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
-14,414
152
-10,630
153
-21,086
154
-4,201