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
$218M
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$1.26M
2 +$1.22M
3 +$704K
4
SNY icon
Sanofi
SNY
+$684K
5
ADM icon
Archer Daniels Midland
ADM
+$400K

Top Sells

1 +$11.9M
2 +$11.6M
3 +$10.6M
4
REET icon
iShares Global REIT ETF
REET
+$9.41M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.73M

Sector Composition

1 Technology 25.1%
2 Communication Services 14.5%
3 Healthcare 13.08%
4 Financials 12.15%
5 Consumer Discretionary 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-11,065
177
-9,781