S
SimplyRich Portfolio holdings
AUM
$359M
This Quarter Return
+8.76%
1 Year Return
+13.54%
3 Year Return
+61.42%
5 Year Return
+112.44%
10 Year Return
–
AUM
$218M
AUM Growth
+$218M
(-14%)
Cap. Flow
-$49.5M
Cap. Flow
% of AUM
-22.74%
Top 10 Holdings %
Top 10 Hldgs %
34.35%
Holding
184
New
14
Increased
52
Reduced
6
Closed
23
Top Buys
| 1 |
Smith & Nephew
SNN
|
$1.26M |
| 2 |
Rogers Communications
RCI
|
$1.22M |
| 3 |
Eletrobras Common Shares
EBR
|
$704K |
| 4 |
Sanofi
SNY
|
$684K |
| 5 |
Archer Daniels Midland
ADM
|
$400K |
Top Sells
Sector Composition
| 1 | Technology | 25.1% |
| 2 | Communication Services | 14.5% |
| 3 | Healthcare | 13.08% |
| 4 | Financials | 12.15% |
| 5 | Consumer Discretionary | 9.43% |