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
$1.6M
AUM Growth
+$295K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$273K
3
+$236K
4
IPX
IperionX
IPX
+$167K
5
BTOC
Armlogi Holding Corp
BTOC
+$95K

Top Sells

1
+$285K
2
+$247K
3
+$170K
4
TSLA icon
Tesla
TSLA
+$137K
5
SPOT icon
Spotify
SPOT
+$83.1K

Sector Composition

1 Technology 48.2%
2 Materials 14.26%
3 Consumer Staples 6.37%
4 Industrials 5.65%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
0
28
– –
0
29
– –
0
30
– –
0
31
– –
0
32
– –
0
33
– –
0
34
– –
0
35
– –
0
36
– –
-600
37
– –
0
38
– –
0
39
– –
0
40
– –
0
41
– –
0
42
– –
0
43
– –
0
44
– –
0
45
– –
0
46
– –
0
47
– –
-300
48
– –
0
49
– –
0
50
– –
-500
1
2
3 4