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Lester Murray Antman dba SimplyRich

Portfolio Manager
Lester Murray Antman dba SimplyRich
Performance
-3.79% (2026 Q1)
AUM (13F)
$390.93M
# of Holdings
233
Performance Rank
Allocation (Top 20)
51.56%

Lester Murray Antman dba SimplyRich Holdings Map

Top 50 Lester Murray Antman dba SimplyRich Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOG
ALPHABET INC CLASS CLASS C
7%95.3K$27.3M
-0.50%(-479)
2025-Q1: 99.2K shares2025-Q2: 99.1K shares2025-Q3: 98.9K shares2025-Q4: 95.8K shares2026-Q1: 95.3K shares
$52.01(+667.18%)
2026-03-31
AAPL
APPLE INC
6.96%107.2K$27.2M
-0.13%(-144)
2025-Q1: 108.6K shares2025-Q2: 108.4K shares2025-Q3: 108.3K shares2025-Q4: 107.4K shares2026-Q1: 107.2K shares
$42.16(+608.83%)
2026-03-31
USMV
ISHARES MSCI USA MIN VOLFACTOR ETF
5.17%217.9K$20.2M
-1.26%(-2.77K)
2025-Q1: 211.9K shares2025-Q2: 219.0K shares2025-Q3: 210.7K shares2025-Q4: 220.7K shares2026-Q1: 217.9K shares
$63.16(+49.33%)
2026-03-31
GOOGL
ALPHABET INC CLASS CLASS A
4.54%61.7K$17.7M
+0.00%(+0)
2025-Q1: 61.7K shares2025-Q2: 61.7K shares2025-Q3: 61.7K shares2025-Q4: 61.7K shares2026-Q1: 61.7K shares
$52.31(+669.75%)
2026-03-31
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
4.35%186.3K$17.0M
-2.38%(-4.54K)
2025-Q1: 203.5K shares2025-Q2: 203.5K shares2025-Q3: 190.1K shares2025-Q4: 190.9K shares2026-Q1: 186.3K shares
$72.21(+26.09%)
2026-03-31
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
3.68%222.4K$14.4M
-1.75%(-3.97K)
2025-Q1: 257.5K shares2025-Q2: 253.4K shares2025-Q3: 233.7K shares2025-Q4: 226.4K shares2026-Q1: 222.4K shares
$59.98(+21.69%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
3.01%34.8K$11.8M
+0.00%(+0)
2025-Q1: 34.9K shares2025-Q2: 34.9K shares2025-Q3: 34.9K shares2025-Q4: 34.8K shares2026-Q1: 34.8K shares
$43.67(+815.59%)
2026-03-31
MSFT
MICROSOFT CORP
2.44%25.8K$9.6M
-0.09%(-22)
2025-Q1: 26.3K shares2025-Q2: 26.2K shares2025-Q3: 25.9K shares2025-Q4: 25.8K shares2026-Q1: 25.8K shares
$88.78(+356.43%)
2026-03-31
V
VISA INC CLASS CLASS A
1.82%23.6K$7.1M
-0.00%(-1)
2025-Q1: 23.6K shares2025-Q2: 23.6K shares2025-Q3: 23.6K shares2025-Q4: 23.6K shares2026-Q1: 23.6K shares
$50.07(+539.79%)
2026-03-31
WMT
WALMART INC
1.45%45.7K$5.7M
-0.14%(-64)
2025-Q1: 45.8K shares2025-Q2: 45.8K shares2025-Q3: 45.8K shares2025-Q4: 45.8K shares2026-Q1: 45.7K shares
$19.02(+591.19%)
2026-03-31

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