Simplify Propel Opportunities ETF SURI

Medalist Rating as of | See Simplify Asset Management Investment Hub

Morningstar’s Analysis SURI

Will SURI outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings SURI

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings80.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Plains GP Holdings LP Class A

45.7132M
Energy

Achieve Life Sciences Inc

8.946M
Healthcare

Delcath Systems Inc

5.964M
Healthcare

Cash

5.554M
Cash and Equivalents

Achieve Life Sciences ([Wts/Rts])

5.174M
—

Milestone Pharmaceuticals Inc

3.492M
Healthcare

Collegium Pharmaceutical Inc

3.272M
Healthcare

Orchestra BioMed Holdings Inc

2.322M
Healthcare

Corcept Therapeutics Inc

2.182M
Healthcare

Phathom Pharmaceuticals Inc Ordinary shares

1.881M
Healthcare

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