S
SimplyRich Portfolio holdings
AUM
$359M
1-Year Return
13.54%
This Quarter Return
+0.93%
1 Year Return
+13.54%
3 Year Return
+61.42%
5 Year Return
+112.44%
10 Year Return
–
AUM
$346M
AUM Growth
-$4.78M
(-1.4%)
Cap. Flow
-$1.46M
Cap. Flow
% of AUM
-0.42%
Top 10 Holdings %
Top 10 Hldgs %
38.25%
Holding
224
New
8
Increased
55
Reduced
46
Closed
10
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.22M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$1.6M |
| 3 |
Tencent Music
TME
|
$382K |
| 4 |
AT&T
T
|
$256K |
| 5 |
KE Holdings
BEKE
|
$233K |
Top Sells
| 1 |
iShares Global REIT ETF
REET
|
$1.99M |
| 2 |
Tower Semiconductor
TSEM
|
$663K |
| 3 |
Reinsurance Group of America
RGA
|
$482K |
| 4 |
Fabrinet
FN
|
$463K |
| 5 |
United Parcel Service
UPS
|
$408K |
Sector Composition
| 1 | Technology | 20.21% |
| 2 | Financials | 10.99% |
| 3 | Healthcare | 10.44% |
| 4 | Communication Services | 10.37% |
| 5 | Consumer Discretionary | 8.42% |
