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SPM

Symmetry Peak Management Portfolio holdings

AUM $9.67M
1-Year Est. Return 146.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+146.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65M
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$2.61M
3
+$2.53M
4
WDAY icon
Workday
WDAY
+$1.96M
5
PYPL icon
PayPal
PYPL
+$1.47M

Top Sells

1
+$4.67M
2
+$3.91M
3
+$3.73M
4
ADBE icon
Adobe
ADBE
+$3.46M
5
TSLA icon
Tesla
TSLA
+$2.54M

Sector Composition

1 Technology 49.4%
2 Communication Services 18.39%
3 Consumer Discretionary 17.28%
4 Financials 7.4%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$146K 0.22%
+6,690
52
$142K 0.22%
2,500
-7,500
53
$119K 0.18%
+10,000
54
$115K 0.18%
+10,000
55
$112K 0.17%
+12,500
56
$98K 0.15%
+3,900
57
$30K 0.05%
+1,500
58
– –
0
59
– –
0
60
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0
61
– –
-70
62
– –
0
63
– –
-37,500
64
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0
65
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0
66
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-29,148
67
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0
68
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0
69
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-3,125
70
– –
-25,000
71
– –
-15,000
72
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-23,411
73
– –
-31,914
74
– –
-37,000
75
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0
1 2
3
4 5