SPM

Symmetry Peak Management Portfolio holdings

AUM $8.82M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.3M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$7.36M
3
+$1.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$872K
5
FIVE icon
Five Below
FIVE
+$460K

Top Sells

1
+$389K

Sector Composition

1 Technology 14.48%
2 Consumer Discretionary 7.52%
3 Healthcare 3.12%
4 Consumer Staples 1.24%
5 Industrials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
0
102
– –
0
103
– –
0
104
– –
0
105
– –
0
106
– –
0
107
– –
0
108
– –
0
109
– –
0
110
– –
0
111
– –
0
112
– –
0
113
– –
0
114
– –
0
115
– –
0
116
– –
0
117
– –
0
118
– –
0
1 2 3 4
5