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
$13.6M
AUM Growth
+$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.15M
3
+$852K
4
SRFM icon
Surf Air Mobility
SRFM
+$733K
5
ZM icon
Zoom
ZM
+$534K

Top Sells

1
+$1.31M
2
+$749K
3
+$739K
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$701K
5
CYBR
CyberArk
CYBR
+$561K

Sector Composition

1 Consumer Discretionary 38.12%
2 Technology 29.21%
3 Materials 11.67%
4 Industrials 4.95%
5 Healthcare 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-7,020
52
– –
0
53
– –
-19,560
54
– –
0
55
– –
-170
56
– –
0
57
– –
0
58
– –
0
59
– –
0
60
– –
0
61
– –
0
62
– –
0
63
– –
-120
64
– –
0
65
– –
0
66
– –
0
67
– –
0
68
– –
0
69
– –
0
70
– –
0
71
– –
-290
72
– –
0
73
– –
0
74
– –
0
75
– –
0
1 2
3
4 5