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
$179M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$7.61M
2 +$7.4M
3 +$7.03M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.34M
5
AAPL icon
Apple
AAPL
+$4.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.29%
2 Communication Services 11.99%
3 Healthcare 10.31%
4 Financials 9.98%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.61M 4.25%
+125,175
2
$7.4M 4.14%
+101,443
3
$7.03M 3.93%
+133,105
4
$6.34M 3.55%
+121,220
5
$4.93M 2.76%
+116,480
6
$3.72M 2.08%
+16,854
7
$3.4M 1.9%
+64,520
8
$3.37M 1.88%
+17,761
9
$3.18M 1.78%
+43,548
10
$3.18M 1.78%
+31,492
11
$2.81M 1.57%
+24,635
12
$2.59M 1.45%
+33,672
13
$2.4M 1.34%
+28,877
14
$2.37M 1.32%
+27,695
15
$2.32M 1.3%
+86,446
16
$2.31M 1.29%
+44,286
17
$2.26M 1.26%
+11,128
18
$2.22M 1.24%
+55,396
19
$2.05M 1.15%
+24,351
20
$1.84M 1.03%
+10,701
21
$1.79M 1%
+14,073
22
$1.68M 0.94%
+9,636
23
$1.66M 0.93%
+26,525
24
$1.58M 0.88%
+29,091
25
$1.56M 0.87%
+14,181