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
$291M
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$13.6M
3 +$13M
4
REET icon
iShares Global REIT ETF
REET
+$7.82M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.11M

Top Sells

1 +$939K
2 +$612K
3 +$336K
4
RTO icon
Rentokil
RTO
+$331K
5
NICE icon
Nice
NICE
+$266K

Sector Composition

1 Technology 20.41%
2 Healthcare 12.24%
3 Communication Services 10.66%
4 Consumer Discretionary 8.99%
5 Financials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,435
177
-16,191
178
-10,262
179
-8,957
180
-1,569
181
-10,733