Logo

Simplify Propel Opportunities ETF (SURI)

๐Ÿ” Compare with another ETF

ISINUS82889N6242
TER0.03%
ReplicationSynthetic
DistributionAccumulating
Launch Year2023
AUM$0.07 billion
ProviderSimplify Asset Management
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

Simplify Propel Opportunities ETF Price Chart

Live Price (Delayed)
Loading... USD
Description

The fund is an actively managed exchange-traded fund. The Sub-Adviser concentrates the fund's investments (i.e., invests more than 25% of its net assets) in the securities of issuers in the biotechnology, pharmaceuticals, healthcare technology, and life science tools and services industries. The Sub-Adviser employs an actively managed opportunistic multi-asset strategy that focuses on common stock, preferred stock, convertible bonds, structured notes, corporate notes and bonds, and ETFs that primarily invest in the preceding security types. The fund is non-diversified.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ Abeona Therapeutics Inc
4.71%
๐Ÿ“ˆ Akero Therapeutics Inc
10.40%
๐Ÿ“ˆ Applied Therapeutics Inc
2.87%
๐Ÿ“ˆ Milestone Pharmaceuticals Inc
1.76%
๐Ÿ“ˆ Plains GP Holdings LP
37.13%
๐Ÿ“ˆ Phathom Pharmaceuticals Inc
4.58%
๐Ÿ“ˆ Syndax Pharmaceuticals Inc
2.66%
๐Ÿ“ˆ Compass Therapeutics Inc.
2.10%
๐Ÿ“ˆ Delcath Systems Inc
2.21%
๐Ÿ“ˆ TCRX
2.63%

Sector Allocation

โšก Energy
48.35%
๐Ÿ”Œ Utilities
0.00%
๐Ÿ’Š Healthcare
51.65%
๐Ÿ’ป Technology
0.00%
๐Ÿ—๏ธ Industrials
0.00%
๐Ÿ˜๏ธ Real Estate
0.00%
๐Ÿ“Š Basic Materials
0.00%
๐Ÿ“Š Consumer Cyclicals
0.00%
๐Ÿ“Š Consumer Defensive
0.00%
๐Ÿ“Š Financial Services
0.00%
๐Ÿ“ก Communication Services
0.00%

Currency Exposure

๐Ÿ’ฐ Bond
6.26%
๐Ÿ’ฐ Cash
20.78%
๐Ÿ’ฐ Other
0.00%
๐Ÿ’ฐ Stock US
69.53%
๐Ÿ’ฐ Stock non-US
3.44%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month3.04%
3 Months-13.52%
6 Months-33.39%
1 Year-28.73%
3 YearsN/A
5 YearsN/A
Since Inception-17.14%

๐Ÿ“Š Wealth Projection Calculator

Click "Calculate Projection" to see your potential returns.
๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

Compare brokers โ†’
๐ŸŒ
Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

Wealthium AI
Hello! I am your AI investment assistant. Please log in to ask me about ETFs, portfolio optimization, or investment strategies.