S
SimplyRich Portfolio holdings
AUM
$359M
This Quarter Return
+5.84%
1 Year Return
+13.54%
3 Year Return
+61.42%
5 Year Return
+112.44%
10 Year Return
–
AUM
$359M
AUM Growth
+$359M
(+3.8%)
Cap. Flow
-$596K
Cap. Flow
% of AUM
-0.17%
Top 10 Holdings %
Top 10 Hldgs %
38.99%
Holding
224
New
10
Increased
24
Reduced
60
Closed
10
Top Buys
| 1 |
Compañía de Minas Buenaventura
BVN
|
$724K |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$663K |
| 3 |
Elbit Systems
ESLT
|
$461K |
| 4 |
Novo Nordisk
NVO
|
$400K |
| 5 |
O'Reilly Automotive
ORLY
|
$337K |
Top Sells
| 1 |
Rio Tinto
RIO
|
$534K |
| 2 |
iQIYI
IQ
|
$447K |
| 3 |
Aptiv
APTV
|
$303K |
| 4 |
Infosys
INFY
|
$282K |
| 5 |
Linde
LIN
|
$279K |
Sector Composition
| 1 | Technology | 20.95% |
| 2 | Communication Services | 11.25% |
| 3 | Financials | 10.8% |
| 4 | Healthcare | 9.15% |
| 5 | Consumer Discretionary | 8.17% |
