Simplify Propel Opportunities ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Simplify Propel Opportunities ETF SURI
Morningstar’s Analysis SURI
Will SURI outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 79.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Plains GP Holdings LP Class A | 47.30 | 35M | Energy |
Achieve Life Sciences Inc | 8.20 | 6M | Healthcare |
Achieve Life Sciences ([Wts/Rts]) | 4.58 | 3M | — |
Delcath Systems Inc | 4.50 | 3M | Healthcare |
Cash | 3.72 | 3M | Cash and Equivalents |
Milestone Pharmaceuticals Inc | 3.25 | 2M | Healthcare |
Corcept Therapeutics Inc | 3.24 | 2M | Healthcare |
Collegium Pharmaceutical Inc | 2.94 | 2M | Healthcare |
Phathom Pharmaceuticals Inc Ordinary shares | 2.46 | 2M | Healthcare |
Orchestra BioMed Holdings Inc | 1.73 | 1M | Healthcare |