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
$129M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$4.77M
3
+$4.65M
4
PANW icon
Palo Alto Networks
PANW
+$3.96M
5
SINA
Sina Corp
SINA
+$3.66M

Top Sells

1
+$5.38M
2
+$3.73M
3
+$3.52M
4
ZG icon
Zillow
ZG
+$3.1M
5
INFN
Infinera Corporation Common Stock
INFN
+$3.07M

Sector Composition

1 Technology 36.65%
2 Communication Services 15.37%
3 Consumer Discretionary 10.43%
4 Consumer Staples 6.38%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$607K 0.47%
35,000
+2,585
52
$606K 0.47%
40,822
+9,988
53
$595K 0.46%
+112,500
54
$589K 0.46%
34,358
-69,478
55
$558K 0.43%
+23,760
56
$532K 0.41%
+45,500
57
$483K 0.37%
37,500
-225,000
58
$479K 0.37%
+65,000
59
$466K 0.36%
+50,434
60
$416K 0.32%
5,000
-5,000
61
$371K 0.29%
+40,300
62
$340K 0.26%
+50,100
63
$331K 0.26%
5,000
-27,500
64
$309K 0.24%
+20,000
65
$301K 0.23%
17,627
+7,627
66
$301K 0.23%
+50,000
67
$293K 0.23%
+15,000
68
$263K 0.2%
+15,000
69
$251K 0.19%
+5,000
70
$204K 0.16%
+1,612
71
$190K 0.15%
5,000
72
$177K 0.14%
+10,000
73
$170K 0.13%
+20,000
74
$166K 0.13%
+79,072
75
$150K 0.12%
+6,000
1 2
3
4 5