Question 1

What are the top holdings in SURI?

Accepted Answer

Simplify Propel Opportunities ETF (SURI) holds 41 securities. View the complete list of top holdings sorted by portfolio weight, showing each security's ticker symbol, company name, asset type, and allocation percentage.

Question 2

How concentrated is SURI's portfolio?

Accepted Answer

Portfolio concentration is measured by the weight of top holdings. A concentrated portfolio has fewer large positions with higher individual weights, while a diversified portfolio distributes holdings more evenly. Review SURI's holdings table to analyze concentration risk.

Question 3

What is SURI's sector allocation?

Accepted Answer

The Sector Allocation chart shows how SURI distributes investments across different industries like Technology, Healthcare, Financials, and more. This sector exposure helps understand the fund's industry diversification strategy.

Question 4

What countries does SURI invest in?

Accepted Answer

SURI's geographic exposure is shown in the Countries tab under Portfolio Allocations. This reveals the fund's international diversification and exposure to different regions and global markets.

Question 5

How diversified is SURI ETF?

Accepted Answer

SURI's diversification can be assessed by reviewing its 41 holdings, sector allocation, and geographic exposure. A well-diversified ETF spreads investments across multiple securities, sectors, and regions to reduce concentration risk.

Question 6

What are SURI's largest positions by weight?

Accepted Answer

SURI's largest positions are listed in the holdings table, sorted by portfolio weight percentage. The top holdings represent the securities with the highest allocation in the fund's portfolio composition.

#	Symbol	Name	Type	Weight
1	PAGP	Plains GP Holdings, L.P.	Stock	37.65%
2	A AKRO	Akero Therapeutics, Inc	Stock	10.09%
3	ACHV	Achieve Life Sciences, Inc	Stock	7.76%
4	MIST	Milestone Pharmaceuticals Inc	Stock	6.96%
5	CASH	Cash	Stock	6.89%
6	APLT	Applied Therapeutics, Inc	Stock	6.60%
7	PHAT	Phathom Pharmaceuticals, Inc.	Stock	5.58%
8	VRDN	Viridian Therapeutics, Inc.	Stock	4.22%
9	OCS	Oculis Holding AG	Stock	3.79%
10	ABEO	Abeona Therapeutics Inc	Stock	3.44%
11	DCTH	Delcath Systems, Inc.	Stock	3.26%
12	CLDX	Celldex Therapeutics Inc	Stock	2.91%
13	IVA	Inventiva S.A.	Stock	2.74%
14	CMPS	COMPASS Pathways plc	Stock	2.34%
15	NKTR	Nektar Therapeutics	Stock	2.33%
16	KYTX	Kyverna Therapeutics, Inc.	Stock	1.95%
17	K KMPH	KemPharm Inc	Stock	1.91%
18	JSPR	Jasper Therapeutics Inc	Stock	1.78%
19	FDMT	4D Molecular Therapeutics, Inc.	Stock	1.37%
20	SABS	SAB Biotherapeutics, Inc.	Stock	1.16%
21	T TELSAT.5.625 12.06.26 144A	TELSAT 5.625 12/06/26 144A Corp	Stock	1.12%
22	NUVB	Nuvation Bio Inc.	Stock	1.05%
23	KLRS	Kalaris Therapeutics, Inc.	Stock	1.02%
24	L LONA	LeonaBio, Inc.	Stock	1.00%
25	TRVI	Trevi Therapeutics, Inc.	Stock	0.97%
26	LENZ	LENZ Therapeutics, Inc.	Stock	0.85%
27	AARD	Aardvark Therapeutics, Inc.	Stock	0.74%
28	A AKERO.THERAPEUTICS INC CVR	AKERO THERAPEUTICS INC CVR	Stock	0.60%

SURI ETF Holdings: Simplify Propel Opportunities ETF

Portfolio Allocations

Top 28 Holdings by Portfolio Weight