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Cindi Hill

@Lester Murray Antman Dba Simplyrich

Latest period2024 - Q3ReportedManaged Assets$358.706MTotal holdings221
Assets growth rate13.54%Assets growth rate (2-Q avg)7.81%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Lester Murray Antman Dba Simplyrich's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 221 positions.

Assets under management

The assets under management (AUM) of Lester Murray Antman Dba Simplyrich over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 358.706M in assets, with a quarterly growth rate of 13.54% and a 2-quarter average growth rate of 7.81%. The portfolio is managed by Cindi Hill, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
4642⤦Ishares Tr
Recent Activity
Exited
0%
$557,000
21,338 shares@ $26.11 avg price
NTRNutrien Ltd
Recent Activity
Exited
0%
$461,000
9,069 shares@ $50.84 avg price
VOOVanguard Index Fds
Recent Activity
Exited
0%
$405,000
811 shares@ $499.39 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$330,000
2,200 shares@ $150.0 avg price
FNDXSchwab Strategic Tr
Recent Activity
Exited
0%
$302,000
4,520 shares@ $66.82 avg price
SIMOSilicon Motion Technology Co
Recent Activity
Exited
0%
$231,000
2,857 shares@ $80.86 avg price
VLOValero Energy Corp
Recent Activity
Exited
0%
$224,000
1,435 shares@ $156.1 avg price
HOLIHollysys Automation Tchngy L
Recent Activity
Exited
0%
$212,000
9,815 shares@ $21.6 avg price
ASXAse Technology Hldg Co Ltd
Recent Activity
Exited
0%
$202,000
17,749 shares@ $11.39 avg price