SPM

Symmetry Peak Management Portfolio holdings

AUM $4.74M
1-Year Est. Return 66.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$806K
3
+$703K
4
CYBR
CyberArk
CYBR
+$361K
5
SSYS icon
Stratasys
SSYS
+$356K

Top Sells

1
+$6.96M
2
+$2.43M
3
+$2.11M
4
CFLT icon
Confluent
CFLT
+$1.84M
5
AMBA icon
Ambarella
AMBA
+$1.67M

Sector Composition

1 Technology 65.37%
2 Communication Services 9.56%
3 Consumer Discretionary 8.53%
4 Consumer Staples 2.69%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$87.8K 0.55%
527
-1,273
27
$83.5K 0.52%
+10,000
28
$46K 0.29%
+1,000
29
$32.8K 0.2%
+1,667
30
$15.7K 0.1%
500
-24,500
31
– –
0
32
– –
-6,016
33
– –
-7,500
34
– –
-15,050
35
– –
0
36
– –
0
37
– –
0
38
– –
-3,000
39
– –
0
40
– –
0
41
– –
-104,000
42
– –
-4,500
43
– –
-20,000
44
– –
0
45
– –
0
46
– –
0
47
– –
0
48
– –
0
49
– –
0
50
– –
-52,000
1
2
3 4 5