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
$21M
AUM Growth
-$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.5M
3
+$1.29M
4
MPWR icon
Monolithic Power Systems
MPWR
+$1.13M
5
HUBS icon
HubSpot
HUBS
+$1.09M

Top Sells

1
+$8.49M
2
+$8.32M
3
+$1.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$872K
5
FIVE icon
Five Below
FIVE
+$460K

Sector Composition

1 Technology 63.09%
2 Communication Services 20.24%
3 Consumer Discretionary 8.51%
4 Healthcare 4.86%
5 Consumer Staples 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,500
152
– –
-3,086
153
– –
-4,000
154
– –
0
155
– –
0
156
– –
-2,000
157
– –
-40,000
3 4 5 6
7