Lester Murray Antman Dba Simplyrich Top Holdings and 13F Report (2024)

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About Lester Murray Antman Dba Simplyrich

Investment Activity

Lester Murray Antman Dba Simplyrich has $290.78 thousand in total holdings as of December 31, 2023.
Lester Murray Antman Dba Simplyrich owns shares of 173 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
Approximately 23.40% of the portfolio was purchased this quarter.
About 1.42% of the portfolio was sold this quarter.
This quarter, Lester Murray Antman Dba Simplyrich has purchased 145 new stocks and bought additional shares in 33 stocks.
Lester Murray Antman Dba Simplyrich sold shares of 30 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple: $21,289
iShares MSCI USA Min Vol Factor ETF: $14,793
Alphabet: $14,069
iShares MSCI Emerging Markets Min Vol Factor ETF: $13,558
iShares MSCI EAFE Min Vol Factor ETF: $13,037

Largest New Holdings this Quarter

iShares MSCI USA Min Vol Factor ETF: $14,793 Holding
iShares MSCI Emerging Markets Min Vol Factor ETF: $13,558 Holding
iShares MSCI EAFE Min Vol Factor ETF: $13,037 Holding
iShares Global REIT ETF: $7,822 Holding
Invesco S&P 500 Equal Weight ETF: $4,105 Holding

Largest Purchases this Quarter

iShares MSCI USA Min Vol Factor ETF: 189,578 shares (about $14.79K)
iShares MSCI Emerging Markets Min Vol Factor ETF: 243,885 shares (about $13.56K)
iShares MSCI EAFE Min Vol Factor ETF: 188,022 shares (about $13.04K)
iShares Global REIT ETF: 323,488 shares (about $7.82K)
Invesco S&P 500 Equal Weight ETF: 26,011 shares (about $4.11K)

Largest Sales this Quarter

Transportadora de Gas del Sur: 14,640 shares (about $220.92)
Canadian National Railway: 1,039 shares (about $130.56)
Willis Towers Watson Public: 410 shares (about $98.88)
Apple: 480 shares (about $92.42)
Estée Lauder Companies: 433 shares (about $63.32)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$21,289	$92 ▼	-0.4%	110,574	7.3%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$14,793	$14,793 ▲	New Holding	189,578	5.1%	ETF
GOOG Alphabet	$14,069	$10 ▼	-0.1%	99,831	4.8%	Computer and Technology
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$13,558	$13,558 ▲	New Holding	243,885	4.7%	ETF
EFAV iShares MSCI EAFE Min Vol Factor ETF	$13,037	$13,037 ▲	New Holding	188,022	4.5%	ETF
MSFT Microsoft	$9,930	$8 ▼	-0.1%	26,408	3.4%	Computer and Technology
NVO Novo Nordisk A/S	$8,951		0.0%	86,528	3.1%	Medical
GOOGL Alphabet	$8,630		0.0%	61,780	3.0%	Computer and Technology
UNH UnitedHealth Group	$7,994	$48 ▼	-0.6%	15,185	2.7%	Medical
REET iShares Global REIT ETF	$7,822	$7,822 ▲	New Holding	323,488	2.7%	ETF
V Visa	$6,156		0.0%	23,645	2.1%	Business Services
HD Home Depot	$5,835	$8 ▲	0.1%	16,837	2.0%	Retail/Wholesale
RSP Invesco S&P 500 Equal Weight ETF	$4,105	$4,105 ▲	New Holding	26,011	1.4%	ETF
CI The Cigna Group	$3,755		0.0%	12,540	1.3%	Medical
TSM Taiwan Semiconductor Manufacturing	$3,667		0.0%	35,260	1.3%	Computer and Technology
GIB CGI	$3,162	$0 ▲	0.0%	29,491	1.1%	Computer and Technology
MCD McDonald's	$3,053	$10 ▲	0.3%	10,298	1.0%	Retail/Wholesale
RELX Relx	$3,001	$1 ▲	0.0%	75,679	1.0%	Computer and Technology
ELV Elevance Health	$2,849	$6 ▲	0.2%	6,042	1.0%	Medical
ACN Accenture	$2,838		0.0%	8,088	1.0%	Business Services
NKE NIKE	$2,793		0.0%	25,721	1.0%	Consumer Discretionary
AMGN Amgen	$2,642		0.0%	9,173	0.9%	Medical
VIPS Vipshop	$2,557	$14 ▼	-0.5%	143,978	0.9%	Computer and Technology
BRK.B Berkshire Hathaway	$2,544	$0 ▼	0.0%	7,132	0.9%	Finance
SCCO Southern Copper	$2,379		0.0%	27,644	0.8%	Basic Materials
CMCSA Comcast	$2,340		0.0%	53,355	0.8%	Consumer Discretionary
MCK McKesson	$2,312	$0 ▲	0.0%	4,993	0.8%	Medical
WMT Walmart	$2,308	$5 ▲	0.2%	14,642	0.8%	Retail/Wholesale
MA Mastercard	$2,202		0.0%	5,162	0.8%	Business Services
TJX TJX Companies	$2,191		0.0%	23,358	0.8%	Retail/Wholesale
CNI Canadian National Railway	$2,148	$131 ▼	-5.7%	17,094	0.7%	Transportation
EL Estée Lauder Companies	$2,054	$63 ▼	-3.0%	14,046	0.7%	Consumer Staples
ADM Archer-Daniels-Midland	$1,899	$0 ▼	0.0%	26,293	0.7%	Consumer Staples
PCAR PACCAR	$1,849	$0 ▼	0.0%	18,934	0.6%	Auto/Tires/Trucks
RACE Ferrari	$1,842		0.0%	5,443	0.6%	Auto/Tires/Trucks
SHEL Shell	$1,750	$0 ▲	0.0%	26,590	0.6%	Oils/Energy
AMZN Amazon.com	$1,714		0.0%	11,280	0.6%	Retail/Wholesale
TM Toyota Motor	$1,712	$13 ▲	0.7%	9,336	0.6%	Auto/Tires/Trucks
CSCO Cisco Systems	$1,629	$27 ▲	1.7%	32,236	0.6%	Computer and Technology
NVS Novartis	$1,623		0.0%	16,077	0.6%	Medical
CME CME Group	$1,602	$4 ▲	0.3%	7,607	0.6%	Finance
FDX FedEx	$1,580		0.0%	6,246	0.5%	Transportation
CB Chubb	$1,570	$26 ▲	1.7%	6,949	0.5%	Finance
UL Unilever	$1,560	$30 ▼	-1.9%	32,174	0.5%	Consumer Staples
ICE Intercontinental Exchange	$1,552		0.0%	12,085	0.5%	Finance
MSI Motorola Solutions	$1,524		0.0%	4,869	0.5%	Computer and Technology
ACWV iShares MSCI Global Min Vol Factor ETF	$1,444	$1,444 ▲	New Holding	14,390	0.5%	ETF
ASML ASML	$1,440		0.0%	1,903	0.5%	Computer and Technology
NOC Northrop Grumman	$1,436		0.0%	3,067	0.5%	Aerospace
RBA RB Global	$1,421		0.0%	21,244	0.5%	Business Services
VNQ Vanguard Real Estate ETF	$1,375	$1,375 ▲	New Holding	15,564	0.5%	ETF
MU Micron Technology	$1,357		0.0%	15,900	0.5%	Computer and Technology
LYB LyondellBasell Industries	$1,298		0.0%	13,654	0.4%	Basic Materials
PNC The PNC Financial Services Group	$1,278		0.0%	8,255	0.4%	Finance
FI Fiserv	$1,251	$4 ▼	-0.3%	9,418	0.4%	Business Services
LMT Lockheed Martin	$1,237	$4 ▲	0.3%	2,729	0.4%	Aerospace
RTX RTX	$1,229		0.0%	14,605	0.4%	Aerospace
COST Costco Wholesale	$1,223	$8 ▲	0.7%	1,853	0.4%	Retail/Wholesale
ADP Automatic Data Processing	$1,219		0.0%	5,232	0.4%	Business Services
TTWO Take-Two Interactive Software	$1,217		0.0%	7,560	0.4%	Consumer Discretionary
PYPL PayPal	$1,162		0.0%	18,920	0.4%	Computer and Technology
AFL Aflac	$1,148	$0 ▼	0.0%	13,920	0.4%	Finance
AZN AstraZeneca	$1,140		0.0%	16,930	0.4%	Medical
SAP SAP	$1,140		0.0%	7,375	0.4%	Computer and Technology
ITW Illinois Tool Works	$1,118		0.0%	4,267	0.4%	Industrial Products
NGG National Grid	$1,116	$4 ▼	-0.3%	16,419	0.4%	Utilities
INTC Intel	$1,114	$12 ▲	1.1%	22,179	0.4%	Computer and Technology
KOF Coca-Cola FEMSA	$1,086		0.0%	11,478	0.4%	Consumer Staples
DIS Walt Disney	$1,083	$1 ▼	-0.1%	11,997	0.4%	Consumer Discretionary
MMC Marsh & McLennan Companies	$1,083	$0 ▲	0.0%	5,716	0.4%	Finance
MDLZ Mondelez International	$1,049	$0 ▲	0.0%	14,480	0.4%	Consumer Staples
TRI Thomson Reuters	$1,034		0.0%	7,074	0.4%	Business Services
TGS Transportadora de Gas del Sur	$1,025	$221 ▼	-17.7%	67,925	0.4%	Oils/Energy
PG Procter & Gamble	$1,021		0.0%	6,964	0.4%	Consumer Staples
RWO SPDR Dow Jones Global Real Estate ETF	$1,016	$1,016 ▲	New Holding	23,237	0.3%	ETF
HMC Honda Motor	$1,003	$14 ▲	1.4%	32,433	0.3%	Auto/Tires/Trucks
IMO Imperial Oil	$987		0.0%	17,266	0.3%	Oils/Energy
UNP Union Pacific	$972		0.0%	3,959	0.3%	Transportation
BN Brookfield	$946		0.0%	23,569	0.3%	Finance
RZV Invesco S&P SmallCap 600 Pure Value ETF	$932	$932 ▲	New Holding	8,686	0.3%	ETF
SRE Sempra	$920	$41 ▼	-4.3%	12,313	0.3%	Utilities
PEP PepsiCo	$916		0.0%	5,391	0.3%	Consumer Staples
WIT Wipro	$873	$28 ▲	3.3%	156,679	0.3%	Computer and Technology
CVS CVS Health	$861	$17 ▲	2.1%	10,899	0.3%	Retail/Wholesale
RSG Republic Services	$860		0.0%	5,215	0.3%	Business Services
AVGO Broadcom	$839		0.0%	752	0.3%	Computer and Technology
EBAY eBay	$838		0.0%	19,220	0.3%	Retail/Wholesale
ABBNY ABB	$801		0.0%	18,073	0.3%	Industrial Products
SONY Sony Group	$771	$771 ▲	New Holding	8,146	0.3%	Consumer Discretionary
TGT Target	$763		0.0%	5,357	0.3%	Retail/Wholesale
KO Coca-Cola	$754	$32 ▼	-4.1%	12,791	0.3%	Consumer Staples
LINDE PLC	$729	$294 ▲	67.5%	1,776	0.3%	SHS
JCI Johnson Controls International	$726		0.0%	12,603	0.2%	Industrial Products
TTE TotalEnergies	$699		0.0%	10,379	0.2%	Oils/Energy
DHI D.R. Horton	$698		0.0%	4,595	0.2%	Construction
LOGI Logitech International	$666	$0 ▲	0.0%	7,004	0.2%	Computer and Technology
INFY Infosys	$643	$39 ▲	6.5%	34,959	0.2%	Computer and Technology
EURN Euronav	$638		0.0%	36,254	0.2%	Transportation
EBR Centrais Elétricas Brasileiras S.A. - Eletrobrás	$628	$54 ▼	-7.9%	72,834	0.2%	Utilities
WPS iShares International Developed Property ETF	$613	$613 ▲	New Holding	21,384	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Lester Murray Antman Dba Simplyrich Top Holdings and 13F Report (2024)

About Lester Murray Antman Dba Simplyrich

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Lester Murray Antman Dba Simplyrich Top Holdings and 13F Report (2024)

About Lester Murray Antman Dba Simplyrich

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLester Murray Antman Dba Simplyrich

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information