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
$359M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$1.29M
2 +$1.05M
3 +$592K
4
ATAT icon
Atour Lifestyle Holdings
ATAT
+$540K
5
TRP icon
TC Energy
TRP
+$528K

Sector Composition

1 Technology 20.55%
2 Healthcare 11.62%
3 Communication Services 10.08%
4 Financials 9.12%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$284K 0.08%
+4,890
177
$283K 0.08%
+2,745
178
$278K 0.08%
+23,858
179
$277K 0.08%
7,584
-837
180
$273K 0.08%
+3,388
181
$271K 0.08%
+12,323
182
$270K 0.08%
+23,588
183
$269K 0.08%
1,832
184
$267K 0.07%
17,407
185
$264K 0.07%
1,089
186
$264K 0.07%
3,240
187
$259K 0.07%
+41,959
188
$256K 0.07%
922
189
$256K 0.07%
4,201
190
$252K 0.07%
1,174
191
$252K 0.07%
+10,193
192
$249K 0.07%
+1,385
193
$247K 0.07%
+2,353
194
$245K 0.07%
+1,678
195
$242K 0.07%
+14,686
196
$231K 0.06%
55
197
$229K 0.06%
1,743
-291
198
$217K 0.06%
+730
199
$214K 0.06%
+2,221
200
$214K 0.06%
+9,064