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
$359M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1 +$724K
2 +$663K
3 +$461K
4
NVO icon
Novo Nordisk
NVO
+$400K
5
PBR.A icon
Petrobras Class A
PBR.A
+$320K

Top Sells

1 +$534K
2 +$447K
3 +$303K
4
INFY icon
Infosys
INFY
+$282K
5
LIN icon
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%