SimpliFi, Inc. Buys SPDR S&P 500, Sells Sempra Energy

Apr 09, 2020

Investment company SimpliFi, Inc. (Current Portfolio) buys SPDR S&P 500, sells Sempra Energy during the 3-months ended 2020Q1, according to the most recent filings of the investment company, SimpliFi, Inc.. As of 2020Q1, SimpliFi, Inc. owns 15 stocks with a total value of $89 million. These are the details of the buys and sells.

Added Positions: SPY, SGOL, LQD, FLRN, VZ,
Reduced Positions: VIG, SHV, EFA, SRLN, SCHE,
Sold Out: SRE,

For the details of SimpliFi, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/simplifi%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of SimpliFi, Inc.

iShares iBoxx $ Investment Grade Corporate Bond (LQD) - 199,474 shares, 27.84% of the total portfolio. Shares added by 1.31%
iShares Short Treasury Bond ETF (SHV) - 127,836 shares, 16.04% of the total portfolio. Shares reduced by 1.19%
Vanguard Div Appreciation (VIG) - 136,233 shares, 15.91% of the total portfolio. Shares reduced by 4.68%
Aberdeen Standard Physical Gold Shares (SGOL) - 595,575 shares, 10.20% of the total portfolio. Shares added by 4.44%
iShares Russell 2000 (IWM) - 78,579 shares, 10.16% of the total portfolio. Shares added by 0.15%

Added: SPDR S&P 500 (SPY)

SimpliFi, Inc. added to a holding in SPDR S&P 500 by 113.56%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $278.20. The impact to a portfolio due to this purchase was 4.36%. The holding were 28,150 shares as of .

Sold Out: Sempra Energy (SRE)

SimpliFi, Inc. sold out a holding in Sempra Energy. The sale prices were between $88.62 and $161.13, with an estimated average price of $142.55.

Here is the complete portfolio of SimpliFi, Inc.. Also check out:

1. SimpliFi, Inc.'s Undervalued Stocks
2. SimpliFi, Inc.'s Top Growth Companies, and
3. SimpliFi, Inc.'s High Yield stocks
4. Stocks that SimpliFi, Inc. keeps buying

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