SPM

Symmetry Peak Management Portfolio holdings

AUM $8.82M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$5.55M
3
+$4.65M
4
META icon
Meta Platforms (Facebook)
META
+$4.45M
5
PANW icon
Palo Alto Networks
PANW
+$3.86M

Top Sells

1
+$2.92M
2
+$1.74M
3
+$1.07M
4
NVDA icon
NVIDIA
NVDA
+$1.06M
5
CY
Cypress Semiconductor
CY
+$1M

Sector Composition

1 Technology 40.77%
2 Communication Services 28.41%
3 Consumer Discretionary 15.69%
4 Industrials 3.52%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.18%
+8,947
27
$1.65M 0.18%
47,550
+21,500
28
$1.63M 0.17%
113,879
+36,860
29
$1.46M 0.16%
+30,200
30
$1.26M 0.13%
+33,712
31
$1.18M 0.13%
+23,838
32
$1.07M 0.11%
35,000
+20,000
33
$1.04M 0.11%
76,815
+46,815
34
$1.03M 0.11%
+17,500
35
$1.01M 0.11%
1,020,141
36
$856K 0.09%
+36,256
37
$836K 0.09%
7,700
+5,200
38
$797K 0.09%
+15,000
39
$730K 0.08%
+71,820
40
$725K 0.08%
+9,000
41
$699K 0.07%
15,000
+12,500
42
$652K 0.07%
+25,000
43
$634K 0.07%
+72,500
44
$539K 0.06%
+15,000
45
$511K 0.05%
+2,500
46
$505K 0.05%
+19,300
47
$476K 0.05%
+36,200
48
$464K 0.05%
+35,000
49
$462K 0.05%
62,500
-87,500
50
$451K 0.05%
+102,500
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