Latest statistics and disclosures from SimpliFi's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGZD, LQDH, QEFA, DSTL, SPY, and represent 64.53% of SimpliFi's stock portfolio.
- Added to shares of these 10 stocks: AGZD (+$51M), LQDH (+$26M), FLRN (+$17M), IVOL (+$5.6M), SPY, AOR, AOA, AOM, NULG, IWM.
- Started 7 new stock positions in AOM, AOA, FLRN, NULG, LQDH, AOR, AGZD.
- Reduced shares in these 10 stocks: AGGY (-$49M), LQD (-$25M), VNLA (-$17M), SGOL (-$5.2M), ILCG, DSTL, VIG, VTI, EFA, QEFA.
- Sold out of its positions in SGOL, ILCG, VNLA, AGGY.
- SimpliFi was a net buyer of stock by $1.1M.
- SimpliFi has $221M in assets under management (AUM), dropping by 3.17%.
- Central Index Key (CIK): 0001716983
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Portfolio Holdings for SimpliFi
Companies in the SimpliFi portfolio as of the June 2021 quarterly 13F filing
Past Filings by SimpliFi
SEC 13F filings are viewable for SimpliFi going back to 2017
- SimpliFi 2021 Q2 filed July 21, 2021
- SimpliFi 2021 Q1 filed April 14, 2021
- SimpliFi 2020 Q4 filed Jan. 28, 2021
- SimpliFi 2020 Q3 filed Oct. 23, 2020
- SimpliFi 2020 Q2 filed July 13, 2020
- SimpliFi 2020 Q1 filed April 9, 2020
- 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