Latest statistics and disclosures from SimpliFi's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGGY, LQD, EFAV, QUS, SHV, and represent 62.24% of SimpliFi's stock portfolio.
- Added to shares of these 10 stocks: AGGY (+$27.98M), SPY, SGOL, LQD, IVOL, FLRN, VZ, EFAV, IWM, SCHO.
- Started 1 new stock positions in AGGY.
- Reduced shares in these 8 stocks: TOTL (-$29.26M), QUS, VIG, SRE, SHV, EFA, SRLN, SCHE.
- Sold out of its positions in SRE.
- SimpliFi was a net buyer of stock by $1.80M.
- SimpliFi has $159.86M in assets under management (AUM), dropping by -9.06%.
Portfolio Holdings for SimpliFi
Companies in the SimpliFi portfolio as of the March 2020 quarterly 13F filing
Past Filings by SimpliFi
View past SEC 13F filings by SimpliFi
- SimpliFi 2019 Q4 filed Jan. 15, 2020
- SimpliFi 2019 Q3 filed Oct. 16, 2019
- SimpliFi 2019 Q2 filed July 23, 2019
- SimpliFi 2019 Q1 filed April 17, 2019
- SimpliFi 2018 Q4 filed Jan. 22, 2019
- SimpliFi 2018 Q3 filed Oct. 17, 2018
- SimpliFi 2018 Q2 filed Aug. 2, 2018
- SimpliFi 2018 Q1 filed May 1, 2018
- SimpliFi 2017 Q4 filed Feb. 7, 2018