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
$25.8M
AUM Growth
+$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.39M
3
+$928K
4
ARM icon
Arm
ARM
+$906K
5
NET icon
Cloudflare
NET
+$699K

Top Sells

1
+$1.99M
2
+$1.59M
3
+$848K
4
TSLA icon
Tesla
TSLA
+$763K
5
SPLK
Splunk Inc
SPLK
+$658K

Sector Composition

1 Technology 68.66%
2 Consumer Discretionary 13.79%
3 Communication Services 10.27%
4 Healthcare 5.2%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
0
77
– –
-2,250
78
– –
0
79
– –
-3,500
80
– –
0
81
– –
0
82
– –
0
83
– –
0
84
– –
0
85
– –
-500
86
– –
0
87
– –
0
88
– –
0
89
– –
0
90
– –
-500
91
– –
0
92
– –
0
93
– –
0
94
– –
0
95
– –
0
96
– –
0
97
– –
0
98
– –
0
99
– –
0
100
– –
0
2 3
4
5 6