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 Holdings 163.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills

84.88 64M
Government

Plains GP Holdings LP Class A

44.02 33M
Energy

Achieve Life Sciences Inc

9.49 7M
Healthcare

Achieve Life Sciences ([Wts/Rts])

6.00 5M
—

Delcath Systems Inc

4.73 4M
Healthcare

Milestone Pharmaceuticals Inc

3.64 3M
Healthcare

Corcept Therapeutics Inc

3.12 2M
Healthcare

Collegium Pharmaceutical Inc

2.75 2M
Healthcare

Phathom Pharmaceuticals Inc Ordinary shares

2.43 2M
Healthcare

Abeona Therapeutics Inc

1.89 1M
Healthcare

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