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S
SimplyRich Portfolio holdings
AUM
$391M
1-Year Est. Return
25.02%
This Fund
S&P 500
1 Year Est. Return
+25.02%
AUM
$382M
AUM Growth
+$11.8M
(+3.2%)
Holding
210
Top Sells
| 1 | +$1.92M | |
| 2 | +$1.62M | |
| 3 | +$1.21M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$889K |
| 5 |
TotalEnergies
TTE
|
+$490K |
Sector Composition
| 1 | Technology | 22.12% |
| 2 | Communication Services | 15.77% |
| 3 | Financials | 10.68% |
| 4 | Healthcare | 8.51% |
| 5 | Consumer Discretionary | 7.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
CF Industries
CF
$16.3B
| – | – |
-2,333
|
|
||
|
COOP
202
DELISTED
Mr. Cooper
COOP
| – | – |
-7,677
|
|
||
|
FISV
203
Fiserv Inc
FISV
$26.3B
| – | – |
-9,358
|
|
||
|
FINV
204
FinVolution Group
FINV
$1.14B
| – | – |
-45,415
|
|
||
|
K
205
DELISTED
Kellanova
K
| – | – |
-3,639
|
|
||
206
SiriusXM
SIRI
$9.39B
| – | – |
-9,064
|
|
||
207
Telkom Indonesia
TLK
$15.8B
| – | – |
-11,776
|
|
||
|
208
TotalEnergies
TTE
$188B
| – | – |
-8,224
|
|
||
209
Unilever
UL
$128B
| – | – |
-28,731
|
|
||
210
VICI Properties
VICI
$30B
| – | – |
-6,627
|
|