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
$25.8M
AUM Growth
+$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.39M
3
+$928K
4
ARM icon
Arm
ARM
+$906K
5
NET icon
Cloudflare
NET
+$699K

Top Sells

1
+$1.99M
2
+$1.59M
3
+$848K
4
TSLA icon
Tesla
TSLA
+$763K
5
SPLK
Splunk Inc
SPLK
+$658K

Sector Composition

1 Technology 68.66%
2 Consumer Discretionary 13.79%
3 Communication Services 10.27%
4 Healthcare 5.2%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$318K 1.24%
+5,500
27
$306K 1.19%
+2,500
28
$297K 1.15%
+5,000
29
$292K 1.13%
+42,500
30
$289K 1.12%
+1,500
31
$275K 1.07%
3,000
-1,000
32
$274K 1.06%
2,300
-2,700
33
$266K 1.03%
14,000
-12,473
34
$235K 0.91%
+5,000
35
$221K 0.86%
+21,500
36
$207K 0.8%
52,500
-54,368
37
$201K 0.78%
+80,000
38
$198K 0.77%
2,000
-1,000
39
$179K 0.69%
+127,500
40
$153K 0.6%
+2,500
41
$143K 0.56%
3,000
-3,500
42
$105K 0.41%
+15,000
43
$92.6K 0.36%
+2,500
44
$91.3K 0.35%
+5,000
45
$88.1K 0.34%
+2,500
46
$87.8K 0.34%
+15,000
47
$65.9K 0.26%
+21,250
48
$56.4K 0.22%
+20,000
49
$48.1K 0.19%
+30,000
50
$39K 0.15%
+610
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