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Simplify US Equity PLUS Upside Convexity ETF (SPUC)

$40.88 0.72% $0.29

The adviser seeks to achieve the fund’s investment objective by investing primarily in equity securities of U.S. companies and applying an upside convexity option overlay strategy to the equity investments. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds (“ETFs”). The upside convexity option overlay strategy consists of purchasing exchange-traded and over the counter (“OTC”) call options on the S&P 500 Index or an S&P 500 Index ETF.

$6.32M

Sep 04, 2020

29.77

$1.37

Neutral

Sector weights (10)

Communication Services Select Sector SPDR Fund

XLC

9.33%

$87.76 1.02%
Uptrend

Industrial Select Sector SPDR Fund

XLI

7.47%

$131.24 0.51%
Uptrend

Technology Select Sector SPDR Fund

XLK

33.68%

$219.58 -0.39%
Uptrend

Energy Select Sector SPDR Fund

XLE

3.64%

$86.57 1.14%
Downtrend

Utilities Select Sector SPDR Fund

XLU

2.34%

$79.13 0.75%
Uptrend

The Real Estate Select Sector SPDR Fund

XLRE

2.12%

$45.36 0.33%
Uptrend

Consumer Discretionary Select Sector SPDR Fund

XLY

15.850000000000001%

$192.12 -0.19%
Uptrend

Financial Select Sector SPDR Fund

XLF

12.01%

$45.08 1.28%
Uptrend

Health Care Select Sector SPDR Fund

XLV

11.64%

$157.23 0.69%
Uptrend

Materials Select Sector SPDR Fund

XLB

1.91%

$93.56 0.94%
Uptrend

ETF Constituents (1)

iShares Core S&P 500 ETF

IVV

98.248%

$566.06 0.18%
Uptrend