SPM
Symmetry Peak Management Portfolio holdings
AUM
$8.82M
This Quarter Return
+1.18%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$29.7M
AUM Growth
+$29.7M
(-35%)
Cap. Flow
-$15M
Cap. Flow
% of AUM
-50.64%
Top 10 Holdings %
Top 10 Hldgs %
41.19%
Holding
141
New
29
Increased
12
Reduced
14
Closed
51
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.23M |
| 2 |
NVIDIA
NVDA
|
$1.31M |
| 3 |
KLA
KLAC
|
$1.12M |
| 4 |
Apple
AAPL
|
$952K |
| 5 |
Invesco QQQ Trust
QQQ
|
$944K |
Top Sells
| 1 |
Spotify
SPOT
|
$2.56M |
| 2 |
Shake Shack
SHAK
|
$2.27M |
| 3 |
LendingTree
TREE
|
$1.93M |
| 4 |
Adobe
ADBE
|
$1.92M |
| 5 |
Ambarella
AMBA
|
$1.7M |
Sector Composition
| 1 | Technology | 52.47% |
| 2 | Consumer Discretionary | 15.19% |
| 3 | Communication Services | 14.43% |
| 4 | Industrials | 2.96% |
| 5 | Healthcare | 0.8% |
