Simon Quick Advisors, LLC
CIK Number: 0001692038
1.67B
Market Value
466
# of Holdings
9 months
Avg. Holding Period
39.26%
Win Rate
92.21%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 565.52 | +0.81% | 260.98K | +0.32% | 152.95M | 335.79 | 9.16% |
| 2 | VUG | Vanguard Growth... | 377.82 | +0.98% | 280.42K | -1.44% | 115.1M | 233.3 | 6.89% |
| 3 | IWF | iShares Russell... | 367.55 | +1.01% | 256.67K | -0.8% | 103.08M | 232.94 | 6.17% |
| 4 | SPYV | SPDR Portfolio ... | 51.34 | +0.58% | 1.9M | -1.41% | 97.12M | 37.92 | 5.82% |
| 5 | VTV | Vanguard Value ... | 173.46 | +0.65% | 544.99K | +0.81% | 92.27M | 140.15 | 5.53% |
Trade Smarter, Not Harder
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