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
$179M
AUM Growth
+$201K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$803K
3 +$681K
4
NLY icon
Annaly Capital Management
NLY
+$641K
5
SPG icon
Simon Property Group
SPG
+$436K

Top Sells

1 +$962K
2 +$805K
3 +$757K
4
EQR icon
Equity Residential
EQR
+$711K
5
TRI icon
Thomson Reuters
TRI
+$611K

Sector Composition

1 Technology 13.49%
2 Communication Services 10.42%
3 Financials 9.96%
4 Healthcare 9.52%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-29,869
177
-12,261