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Cindi Hill

Lester Murray Antman Dba Simplyrich

Assets Managed
$390.927M
Holdings
233
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
2.24%(2Q avg: 2.71%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Lester Murray Antman Dba Simplyrich's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 233 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 2026 - Q1, they manage 390.927M in assets, with a quarterly growth rate of 2.24% and a 2-quarter average growth rate of 2.71%. The portfolio is managed by Cindi Hill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.49%
7%
$27.348M
95,336 shares@ $286.86 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.13%
6.97%
$27.217M
107,245 shares@ $253.79 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Decreased -1.25%
5.18%
$20.212M
217,943 shares@ $92.74 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
4.54%
$17.748M
61,722 shares@ $287.55 avg price
EFAV
Ishares Msci Eafe Min Vol Fa
Recent Activity
Decreased -2.38%
4.36%
$17.023M
186,312 shares@ $91.37 avg price
EEMV
Ishares Msci Emg Mkt Min Vol
Recent Activity
Decreased -1.75%
3.69%
$14.398M
222,435 shares@ $64.73 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
3.01%
$11.766M
34,816 shares@ $337.95 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.08%
2.45%
$9.556M
25,817 shares@ $370.15 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased 0%
1.83%
$7.118M
23,551 shares@ $302.24 avg price
WMT
Walmart Inc
Recent Activity
Decreased -0.13%
1.46%
$5.682M
45,727 shares@ $124.26 avg price

1-10 of 233