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SimpliFi, Inc. Buys SPDR Bloomberg Barclays Investment Grade Floating , Northrop Grumman Corp, ...

- By insider

Investment company SimpliFi, Inc. buys SPDR Bloomberg Barclays Investment Grade Floating , Northrop Grumman Corp, sells SPDR S&P 500 during the 3-months ended 2019Q1, according to the most recent filings of the investment company, SimpliFi, Inc.. As of 2019Q1, SimpliFi, Inc. owns 12 stocks with a total value of $68 million. These are the details of the buys and sells.

  • New Purchases: NOC,
  • Added Positions: FLRN, SHV, IWM, VIG, EFA, SRLN,
  • Reduced Positions: SPY, SCHE,


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.

  1. iShares Short Treasury Bond ETF (SHV) - 198,303 shares, 32.16% of the total portfolio. Shares added by 14.66%
  2. Vanguard Div Appreciation (VIG) - 148,507 shares, 23.89% of the total portfolio. Shares added by 1.17%
  3. iShares Russell 2000 (IWM) - 74,929 shares, 16.83% of the total portfolio. Shares added by 3.94%
  4. SPDR Bloomberg Barclays Investment Grade Floating (FLRN) - 228,880 shares, 10.31% of the total portfolio. Shares added by 182.56%
  5. SPDR S&P 500 (SPY) - 14,242 shares, 5.90% of the total portfolio. Shares reduced by 36.25%

New Purchase: Northrop Grumman Corp (NOC)

SimpliFi, Inc. initiated holding in Northrop Grumman Corp. The purchase prices were between $239.92 and $289.96, with an estimated average price of $272.52. The stock is now traded at around $281.61. The impact to a portfolio due to this purchase was 0.38%. The holding were 956 shares as of .

Added: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)

SimpliFi, Inc. added to a holding in SPDR Bloomberg Barclays Investment Grade Floating by 182.56%. The purchase prices were between $30.33 and $30.7, with an estimated average price of $30.58. The stock is now traded at around $30.69. The impact to a portfolio due to this purchase was 6.66%. The holding were 228,880 shares as of .



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 buyingThis article first appeared on GuruFocus.