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
$5.1M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$499K
2
+$223K
3
+$205K
4
KRUS icon
Kura Sushi USA
KRUS
+$187K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$150K

Top Sells

1
+$5.03M
2
+$2.29M
3
+$1.64M
4
ULTA icon
Ulta Beauty
ULTA
+$1.62M
5
MU icon
Micron Technology
MU
+$1.13M

Sector Composition

1 Technology 57.44%
2 Consumer Discretionary 13.95%
3 Communication Services 7.68%
4 Healthcare 1.72%
5 Industrials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,250
127
– –
0
128
– –
-1,289
129
– –
0
130
– –
0
131
– –
-5,500
132
– –
-2,490
2 3 4 5
6