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
$252M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1 +$1.67M
2 +$1.62M
3 +$1.56M
4
BTI icon
British American Tobacco
BTI
+$1.39M
5
NICE icon
Nice
NICE
+$1.33M

Top Sells

1 +$120K
2 +$54.4K
3 +$36.1K
4
AAPL icon
Apple
AAPL
+$35.1K
5
DEO icon
Diageo
DEO
+$30.6K

Sector Composition

1 Technology 19.9%
2 Communication Services 10.44%
3 Healthcare 9.56%
4 Financials 9.4%
5 Consumer Discretionary 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$225K 0.09%
+3,700
152
$220K 0.09%
+4,593
153
$218K 0.09%
+1,203
154
$218K 0.09%
9,531
155
$216K 0.09%
+2,988
156
$216K 0.09%
2,431
157
$216K 0.09%
8,400
158
$210K 0.08%
+877
159
$209K 0.08%
+1,049
160
$208K 0.08%
+11,065
161
$206K 0.08%
75,000
162
$178K 0.07%
+13,099
163
$137K 0.05%
17,749
164
$113K 0.04%
16,800