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
$309M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$460K
2 +$353K
3 +$351K
4
TSEM icon
Tower Semiconductor
TSEM
+$342K
5
NICE icon
Nice
NICE
+$331K

Top Sells

1 +$1.36M
2 +$801K
3 +$510K
4
REET icon
iShares Global REIT ETF
REET
+$298K
5
ABEV icon
Ambev
ABEV
+$210K

Sector Composition

1 Technology 19.94%
2 Healthcare 12.75%
3 Communication Services 10.66%
4 Consumer Discretionary 9.22%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$220K 0.07%
+2,857
177
$220K 0.07%
879
+14
178
$212K 0.07%
+7,124
179
$208K 0.07%
3,800
180
-18,073
181
-4,201
182
-32,173
183
-364
184
-1,761
185
-75,000