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
$55.8M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$2.39M
3
+$2.12M
4
MPWR icon
Monolithic Power Systems
MPWR
+$1.88M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.69M

Top Sells

1
+$2.31M
2
+$1.23M
3
+$1M
4
AAPL icon
Apple
AAPL
+$952K
5
TWTR
Twitter, Inc.
TWTR
+$824K

Sector Composition

1 Technology 46.08%
2 Communication Services 17.22%
3 Consumer Discretionary 16.47%
4 Healthcare 7.67%
5 Consumer Staples 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$286K 0.51%
+12,500
52
$276K 0.49%
+17,500
53
$264K 0.47%
+12,500
54
$255K 0.46%
+10,500
55
$245K 0.44%
+167
56
$243K 0.44%
+5,000
57
$236K 0.42%
+4,000
58
$214K 0.38%
11,500
-8,500
59
$156K 0.28%
+16,000
60
$103K 0.18%
+102
61
$100K 0.18%
+15,500
62
$94K 0.17%
+12,500
63
– –
-17,000
64
– –
-2,500
65
– –
0
66
– –
0
67
– –
-1,500
68
– –
-1,000
69
– –
0
70
– –
0
71
– –
0
72
– –
-27,500
73
– –
0
74
– –
-5,000
75
– –
0
1 2
3
4 5