Portfolio Holdings & Fund Performance - Lester Murray Antman dba SimplyRich

List of top 200 securities held by Lester Murray Antman dba SimplyRich:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2023Q4
Total Holdings: 172
Assets Under Management (AUM) :
$290,275,658 ($290.28M)
Reporting Manager: Cindi Hill
Address:

2601 JEFFERSON STREET #407
CARLSBAD, CA 92008

Since : total money flow = , gains and losses =
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