SPM

Symmetry Peak Management Portfolio holdings

AUM $13.6M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.6M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$6.56M
3
+$5.32M
4
BABA icon
Alibaba
BABA
+$4.93M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.5M

Top Sells

1
+$4.35M
2
+$4.27M
3
+$3.31M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.41M
5
EXPE icon
Expedia Group
EXPE
+$1.86M

Sector Composition

1 Technology 34.22%
2 Consumer Discretionary 23.3%
3 Communication Services 19.89%
4 Financials 10.38%
5 Consumer Staples 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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0
103
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-29,200
104
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-16,181
105
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0
106
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0
107
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-16,200
108
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-15,522
109
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0
110
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0
111
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-15,000
112
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0
113
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-5,500
114
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-21,500
115
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0
116
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-13,800
117
– –
-26,017
118
– –
0
119
– –
-46,200
1 2 3 4
5