Simplify Propel Opportunities ETFSURI

ETFSimplify
Type
ETF
Peer group
US equity: small companies
Net assets
$69.3M
Expense ratio
2.56%
1-year return
+49.3%
3 years, a year
+14.7%
5 years, a year
—
12-month yield
14.54%
Holdings
48

What it aims to do.

Investment Objective: The Simplify Propel Opportunities ETF (the Fund or SURI) seeks long-term capital appreciation.

Top 10 holdings.

Holding% of fund
United States Treasury Bills92.93%
PAGP Plains GP Holdings LP44.55%
ACHV Achieve Life Science Inc5.02%
PHAT Phathom Pharmaceuticals Inc4.20%
DCTH Delcath Systems Inc.3.49%
ABEO Abeona Therapeutics Inc.3.23%
CLDX Celldex Therapeutics Inc.3.16%
MIST Milestone Pharmaceuticals Inc2.58%
JOBY Oculis Holding AG2.56%
LONA LeonaBio Inc.2.21%

More on SURI.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.