test

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
USMVIshares Msci Usa Min Volfctr Etf
Recent Activity
Increased 0.37%
4.83%
$17.311M
189,595 shares@ $91.31 avg price
EEMVIshs Msci Emerg Mrkt Minvol Fct Etf
Recent Activity
Increased 0.76%
4.39%
$15.73M
250,878 shares@ $62.7 avg price
EFAVIshares Msci Eaf Min Volfct Etf
Recent Activity
Increased 0.71%
4.2%
$15.059M
196,340 shares@ $76.7 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.7%
2.5%
$8.948M
15,305 shares@ $584.65 avg price
HDHome Depot Inc
Recent Activity
Increased 1.3%
1.93%
$6.917M
17,071 shares@ $405.2 avg price
RSPInvsc S P 500 Equal Weight Etf
Recent Activity
Increased 0.13%
1.31%
$4.666M
26,044 shares@ $179.16 avg price
RELXRelx Plc Fsponsored Adr 1 Adr Reps 1 Ord Shs
Recent Activity
Increased 5.06%
1.07%
$3.819M
80,488 shares@ $47.45 avg price
WMTWalmart Inc
Recent Activity
Increased 2.91%
1.03%
$3.675M
45,520 shares@ $80.74 avg price
GIBCgi Inc Fclass A
Recent Activity
Increased 2.3%
0.97%
$3.454M
30,047 shares@ $114.96 avg price
BRK.BBerkshire Hathaway Class B
Recent Activity
Increased 2.04%
0.93%
$3.328M
7,231 shares@ $460.25 avg price