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| Name: |
Lester Murray Antman dba SimplyRich |
| City: |
CARLSBAD |
| State: |
CA |
| Zip: |
92008 |
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| Holdings
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23 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AAPL |
Apple Inc |
1 |
- |
$184.57 |
$18,905,000 |
110,246 |
6.11% |
-2,384,000 |
-328 |
0.001 |
Personal Computers |
|
|
USMV |
iShares MSCI USA Minimum Vo... |
2 |
- |
$0.00 |
$15,842,000 |
189,537 |
5.12% |
1,049,000 |
-41 |
0.004 |
N/A |
|
|
GOOG |
Alphabet Inc |
3 |
- |
$171.58 |
$15,191,000 |
99,768 |
4.91% |
1,122,000 |
-63 |
0.002 |
Search Engines & Info... |
|
|
MSFT |
Microsoft Corp |
7 |
- |
$412.32 |
$11,065,000 |
26,299 |
3.58% |
1,135,000 |
-109 |
0 |
Application Software |
|
|
REET |
Ishares Global Reit |
10 |
- |
$23.12 |
$7,363,000 |
310,925 |
2.38% |
-459,000 |
-12,563 |
0.313 |
N/A |
|
|
CMCSA |
Comcast Corp |
33 |
- |
$38.54 |
$2,310,000 |
53,276 |
0.75% |
-30,000 |
-79 |
0.001 |
CATV Systems |
|
|
EL |
Estee Lauder Companies Inc |
35 |
- |
$147.36 |
$2,128,000 |
13,800 |
0.69% |
74,000 |
-246 |
0.006 |
Personal Products |
|
|
RBA |
Rb Global Ord Shs |
46 |
- |
$72.93 |
$1,618,000 |
21,230 |
0.52% |
197,000 |
-14 |
0.012 |
Business Services |
|
|
DIS |
Walt Disney Co |
52 |
- |
$105.80 |
$1,466,000 |
11,973 |
0.47% |
383,000 |
-24 |
0.001 |
Entertainment - Diver... |
|
|
VNQ |
Vanguard REIT Index VIPERs |
58 |
- |
$83.12 |
$1,327,000 |
15,344 |
0.43% |
-48,000 |
-220 |
0.004 |
Closed - End Fund - E... |
|
|
PG |
Procter & Gamble Co |
70 |
- |
$166.04 |
$1,123,000 |
6,920 |
0.36% |
102,000 |
-44 |
0 |
Cleaning Products |
|
|
SNE |
Sony Corporation (ADR) |
95 |
- |
$84.84 |
$670,000 |
7,812 |
0.22% |
-101,000 |
-334 |
0.001 |
Electronic Equipment |
|
|
WPS |
iShares S&P Dvlped ex-US Pr... |
103 |
- |
$28.16 |
$606,000 |
21,338 |
0.2% |
-7,000 |
-46 |
0.928 |
Closed - End Fund - E... |
|
|
EURN |
Euronav SA |
104 |
- |
$19.29 |
$600,000 |
36,051 |
0.19% |
-38,000 |
-203 |
0.036 |
N/A |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
114 |
- |
$81.35 |
$503,000 |
6,140 |
0.16% |
-6,000 |
-62 |
0.001 |
Closed - End Fund - E... |
|
|
AMX |
America Movil S.A. de C.V. ... |
127 |
- |
$20.17 |
$406,000 |
21,720 |
0.13% |
3,000 |
-15 |
0.001 |
Wireless Communications |
|
|
VZ |
Verizon Communications Inc |
146 |
- |
$39.79 |
$313,000 |
7,456 |
0.1% |
30,000 |
-44 |
0 |
Telecom Services - Do... |
|
|
ADM |
Archer Daniels Midland Co |
149 |
- |
$62.44 |
$300,000 |
4,762 |
0.1% |
-1,599,000 |
-21,531 |
0 |
Food - Major Diversified |
|
|
SIRI |
Sirius XM Radio Inc |
151 |
- |
$3.06 |
$294,000 |
75,740 |
0.09% |
-169,000 |
-8,943 |
0.002 |
Broadcasting - Radio |
|
|
OTEX |
Open Text Corporation (USA) |
156 |
- |
$30.13 |
$284,000 |
7,307 |
0.09% |
-27,000 |
-98 |
0.003 |
Internet Software & S... |
|
|
GFI |
Gold Fields Limited (ADR) |
157 |
- |
$16.46 |
$277,000 |
17,407 |
0.09% |
25,000 |
-20 |
0.002 |
Gold |
|
|
RIO |
Rio Tinto Plc (ADR) |
163 |
- |
$70.00 |
$263,000 |
4,126 |
0.08% |
-59,000 |
-204 |
0 |
Gold |
|
|
PM |
Philip Morris International... |
175 |
- |
$99.46 |
$223,000 |
2,427 |
0.07% |
-6,000 |
-4 |
0 |
Cigarettes & Other To... |
|
