S
SimplyRich Portfolio holdings
AUM
$359M
This Quarter Return
+5.8%
1 Year Return
+13.54%
3 Year Return
+61.42%
5 Year Return
+112.44%
10 Year Return
–
AUM
$280M
AUM Growth
+$280M
(+5.4%)
Cap. Flow
+$1.03M
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
39.77%
Holding
180
New
6
Increased
50
Reduced
29
Closed
6
Top Buys
| 1 |
Honda
HMC
|
$967K |
| 2 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$922K |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$858K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$577K |
| 5 |
TotalEnergies
TTE
|
$549K |
Top Sells
| 1 |
iShares Global REIT ETF
REET
|
$1.15M |
| 2 |
Silicon Motion
SIMO
|
$1.08M |
| 3 |
British American Tobacco
BTI
|
$422K |
| 4 |
BioNTech
BNTX
|
$392K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$315K |
Sector Composition
| 1 | Technology | 20.47% |
| 2 | Healthcare | 10.94% |
| 3 | Communication Services | 9.82% |
| 4 | Financials | 8.69% |
| 5 | Consumer Discretionary | 8.51% |
