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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
AAPLApple Inc
Recent Activity
Decreased -0.21%
7.15%
$25.631M
110,006 shares@ $233.0 avg price
USMVIshares Msci Usa Min Volfctr Etf
Recent Activity
Increased 0.37%
4.83%
$17.311M
189,595 shares@ $91.31 avg price
GOOGAlphabet Inc Class C
Recent Activity
Decreased -0.05%
4.65%
$16.661M
99,658 shares@ $167.19 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
MSFTMicrosoft Corp
Recent Activity
3.16%
$11.316M
26,299 shares@ $430.29 avg price
NVONovo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Shs
Recent Activity
Decreased -0.38%
2.87%
$10.263M
86,194 shares@ $119.07 avg price
GOOGLAlphabet Inc Class A
Recent Activity
2.86%
$10.246M
61,780 shares@ $165.85 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.7%
2.5%
$8.948M
15,305 shares@ $584.65 avg price
REETIshs Trust-glo.r Etf
Recent Activity
Decreased -6.28%
2.1%
$7.508M
281,334 shares@ $26.69 avg price