ARCA:CRDT

Simplify Opportunistic Income ETF

$ 24.06 -0.065 ( -0.27%) 04:00 PM EST
PE Ratio:
35.33
PB Ratio:
0.8
Volume:
3.30K
Dividend Yield %:
7.36
Last Holding update 2025-06-23 14 Stocks (2 new)
Value $16.00 Mil Turnover 39 %
Top Holdings: AGNC(19.70%) RITM(13.97%) NLY(13.66%) CIMpB.PFD(11.42%) QVCGP.PFD(9.62%)
Portfolio Report
Registrant: Simplify Opportunistic Income ETF
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

Simplify Opportunistic Income ETF Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Simplify Opportunistic Income ETF Key Statistics

Name Value
Day's Open ($) 24.04
Day's Range ($) 24.04 - 24.105
Day's Volume 3,303
52-Week Range ($) 23.8 - 25.99
Beta -
3-Year Sharpe Ratio -
3-Year Sortino Ratio -
Volatility 6.54
14-Day RSI 45.16
14-Day ATR ($) 0.117789
20-Day SMA ($) 24.03

Fundamental Data

Name Value
Market Cap (Mil $) 70.971
Shares Outstanding (Mil) 2.95
PE Ratio 35.33
PE Ratio (10y Range) 9.3 - 35.33
PE Ratio (10y Median) 22.89
PB Ratio 0.8
PB Ratio (10y Range) 0.76 - 1.07
PB Ratio (10y Median) 1

Dividend Data

Name Value
Dividends per Share (TTM) ($) 1.77
Dividend Yield % 7.36
Dividend Yield % (10y Range) 0.39 - 7.43
Dividend Yield % (10y Median) 7.02
Next Dividend Payment Date
Dividend Frequency Monthly

CRDT Simplify Opportunistic Income ETF Fundamental Charts

Historical TTM Price-to-Earnings for CRDT Simplify Opportunistic Income ETF

Historical TTM Price-to-Earnings without NRI for CRDT Simplify Opportunistic Income ETF

Historical Price-to-Book Ratio for CRDT Simplify Opportunistic Income ETF

Historical Dividend Yields for CRDT Simplify Opportunistic Income ETF

Simplify Opportunistic Income ETF Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with ARCA:CRDT

No Available Data

ARCA:CRDT is held by these investors

No Available Data
Simplify Opportunistic Income ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AGNC
AGNC Investment Corp
321,550
3,080.4
+124.00%
19.700
+10.91%
0.030
+14.78%
+12.68%
10,021.2
REITs
RITM
Rithm Capital Corp
190,780
2,184.4
+8.53%
13.970
+1.10%
0.040
+20.23%
+18.05%
6,483.4
REITs
NLY
Annaly Capital Management Inc
105,190
2,136.4
+31.18%
13.660
+3.25%
0.020
+12.73%
+20.64%
13,201.1
REITs
CIMpB.PFD
Chimera Investment Corp
74,800
1,785.5
+201.61%
11.420
+7.63%
-
+8.68%
+6.20%
0
REITs
QVCGP.PFD
QVC Group Inc
1,165
1,503.8
0%
9.620
0%
-
-76.24%
-82.44%
0
Retail - Cyclical
PMT
PennyMac Mortgage Investment Trust
86,100
1,261.4
+49.48%
8.070
+2.67%
0.100
+9.12%
+8.04%
1,111.2
REITs
CIM
Chimera Investment Corp
70,700
907.1
+175.10%
5.800
+3.69%
0.090
+23.03%
+5.99%
1,136.8
REITs
ARR
ARMOUR Residential REIT Inc
37,500
641.3
+36.36%
4.100
+1.09%
0.050
+13.91%
-2.31%
1,528.7
REITs
RILYZ
B. Riley Financial Inc. 5.25% Senior Notes due 2028
B. Riley Financial Inc. 5.25% Senior Notes due 2028
74,272
638.7
New Holding
4.090
+4.09%
0.240
+72.70%
+51.58%
337.9
 
MFAN
MFA Financial Inc. 8.875% Senior Notes due 2029
MFA Financial Inc. 8.875% Senior Notes due 2029
20,000
501.4
New Holding
3.210
+3.21%
0.020
+3.43%
+4.33%
2,606.4
 

Simplify Opportunistic Income ETF's Historical Top Holdings Breakdowns

Simplify Opportunistic Income ETF's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGNC
AGNC Investment Corp
2025-03-31
Add
Add
+10.91%
●
9.12 ($9.99) 10.54
$9.62
-3.70%
Add 124%
321,550
178,000
CIMpB.PFD
Chimera Investment Corp
2025-03-31
Add
Add
+7.63%
●
23.87 ($24.82) 25.24
$24.99
0.68%
Add 201.61%
74,800
50,000
FNMAS.PFD
Federal National Mortgage Association Fannie Mae
Federal National Mortgage Association Fannie Mae
2025-03-31
Sold Out
Sold Out
-5.62%
●
9.95 ($11.71) 12.73
$15.03
28.35%
Sold Out
0
-50,000
RILYZ
B. Riley Financial Inc. 5.25% Senior Notes due 2028
B. Riley Financial Inc. 5.25% Senior Notes due 2028
2025-03-31
New Buy
New Buy
+4.09%
●
7.5 ($9.3) 12
$11.08
19.14%
New holding
74,272
74,272
CIM
Chimera Investment Corp
2025-03-31
Add
Add
+3.69%
●
12.83 ($14.05) 15.33
$14.04
-0.07%
Add 175.1%
70,700
45,000
NLY
Annaly Capital Management Inc
2025-03-31
Add
Add
+3.25%
●
18.12 ($20.58) 21.96
$20.56
-0.10%
Add 31.18%
105,190
25,000
FMCKN.PFD
Federal Home Loan Mortgage Corp
2025-03-31
Sold Out
Sold Out
-3.22%
●
8.05 ($9.37) 9.93
$11.70
24.87%
Sold Out
0
-37,500
MFAN
MFA Financial Inc. 8.875% Senior Notes due 2029
MFA Financial Inc. 8.875% Senior Notes due 2029
2025-03-31
New Buy
New Buy
+3.21%
●
24.84 ($25.13) 25.45
$25.39
1.03%
New holding
20,000
20,000
PMT
PennyMac Mortgage Investment Trust
2025-03-31
Add
Add
+2.67%
●
12 ($13.7) 14.77
$12.77
-6.79%
Add 49.48%
86,100
28,500
CEE
CENTRAL & EASTERN EUROPE FUND, INC.
2025-03-31
Sold Out
Sold Out
-2.49%
●
11.22 ($13.77) 15.57
$15.90
15.47%
Sold Out
0
-24,235

Simplify Opportunistic Income ETF Total Holding History ($B)

To

Simplify Opportunistic Income ETF's Asset Allocation

To

Simplify Opportunistic Income ETF Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Simplify Opportunistic Income ETF's Hypothetical Growth since 2025-03-31

Simplify Opportunistic Income ETF's Yearly Returns

Year Portfolio % % Excess Gain %

Simplify Opportunistic Income ETF's Holdings Heat Map

Size field:

Simplify Opportunistic Income ETF's Holdings Bubble Chart

Simplify Opportunistic Income ETF News

  • 1

Discussions on Simplify Opportunistic Income ETF

User's Avatar
How would you rate this stock? CRDT
No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.