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
$275M
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$12.6M
3 +$11.9M
4
REET icon
iShares Global REIT ETF
REET
+$10.7M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.87M

Top Sells

1 +$1.22M
2 +$656K
3 +$532K
4
UGP icon
Ultrapar
UGP
+$461K
5
SWK icon
Stanley Black & Decker
SWK
+$215K

Sector Composition

1 Technology 19.77%
2 Communication Services 11.43%
3 Healthcare 10.05%
4 Financials 9.35%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-11,559
177
-4,084
178
-17,749
179
-3,700