We are live on ! Find out more
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
$65M
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$2.61M
3
+$2.53M
4
WDAY icon
Workday
WDAY
+$1.96M
5
PYPL icon
PayPal
PYPL
+$1.47M

Top Sells

1
+$4.67M
2
+$3.91M
3
+$3.73M
4
ADBE icon
Adobe
ADBE
+$3.46M
5
TSLA icon
Tesla
TSLA
+$2.54M

Sector Composition

1 Technology 49.4%
2 Communication Services 18.39%
3 Consumer Discretionary 17.28%
4 Financials 7.4%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-16,500
127
– –
0
128
– –
-36,500
129
– –
0
130
– –
0
131
– –
-33,500
132
– –
0
133
– –
0
134
– –
0
135
– –
-6
136
– –
-25,000
137
– –
-25,000
138
– –
0
139
– –
0
140
– –
-10,000
141
– –
0
142
– –
-46,881
143
– –
-31,500
144
– –
-9,000
145
– –
-20,000
146
– –
-152,500
147
– –
0
148
– –
-1,500
149
– –
-32,500
150
– –
0
3 4 5
6
7