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Simplify Propel Opportunities (SURI) ETF Holdings & Analysis

ETFOther

$20.40+0.41%
1-year price historyRange $15.21 – $20.53
52-week range$20.40
$14.90$21.31

What SURI does

The Simplify Propel Opportunities ETF (SURI) aims to deliver substantial long-term capital growth. It achieves this by investing in companies across the biotechnology, pharmaceutical, healthcare technology, and life sciences industries. These particular firms are selected because they are believed to be overlooked by investors, suggesting significant potential for their value to increase. Propel, the fund's sub-advisor, applies its deep scientific and commercial knowledge in health sciences to identify and select the most promising investment opportunities within this sector.

Fund profile

Category
Other
AUM
$87.50M
Holdings
10
52-week high
$21.31
52-week low
$14.90

Top holdings

Top 1081%
HoldingWeight
PLAINS GP HLDGS L P41.27%
ACHIEVE LIFE SCIENCES INC USD 0.00113.46%
ACHIEVE LIFE SCIENCES I WTS 30JUN305.78%
DELCATH SYS INC USD 0.014.52%
MILESTONE PHARMACEUTICALS INC NPV4.35%
CORCEPT THERAPEUTICS INC USD 0.0013.03%
PHATHOM PHARMACEUTICALS USD 0.00012.67%
COLLEGIUM PHARMACEUTICAL USD 0.0012.43%
Cash1.94%
ABEONA THERAPEUTICS INC USD 0.011.88%

Sector allocation

Energy47.92%
Healthcare52.08%

Geographic allocation

United States81.70%
Other10.53%
United Kingdom1.72%
France1.70%
Canada4.35%

PortView Portfolio Insights

PortView analyzes how SURI fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Analyze SURI in PortView →

Related securities

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Frequently asked questions

What does SURI track?
SURI is the Simplify Propel Opportunities ETF, a Other ETF.
What is the expense ratio of SURI?
Expense ratio data for SURI is shown on the page when available from our data provider.
What are the largest holdings in SURI?
Top holdings include PAGP, ACHV, ACHIEVE LIFE SCIENCES I WTS 30JUN30, DCTH, MIST.
How can PortView analyze SURI overlap with other ETFs?
PortView computes the holdings overlap between SURI and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.