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
$120M
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$6.83M
2 +$5.55M
3 +$4.65M
4
META icon
Meta Platforms (Facebook)
META
+$4.45M
5
PANW icon
Palo Alto Networks
PANW
+$3.86M

Top Sells

1 +$2.92M
2 +$1.74M
3 +$1.07M
4
NVDA icon
NVIDIA
NVDA
+$1.06M
5
CY
Cypress Semiconductor
CY
+$1M

Sector Composition

1 Technology 40.77%
2 Communication Services 28.41%
3 Consumer Discretionary 15.69%
4 Industrials 3.52%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$10.6M 1.13%
100,000
+52,500
2
$8.04M 0.86%
200,000
+170,000
3
$7.66M 0.82%
59,700
+34,700
4
$5.74M 0.61%
190,400
+100,400
5
$5.26M 0.56%
71,300
+51,300
6
$4.79M 0.51%
52,233
+50,733
7
$4.67M 0.5%
59,032
+36,532
8
$4.65M 0.5%
175,200
+145,200
9
$3.17M 0.34%
+595,200
10
$3.14M 0.33%
54,500
+44,400
11
$2.94M 0.31%
84,790
+35,803
12
$2.65M 0.28%
195,594
+135,594
13
$2.63M 0.28%
+26,728
14
$2.45M 0.26%
+570,000
15
$2.39M 0.26%
62,400
+39,900
16
$2.35M 0.25%
+31,429
17
$2.3M 0.25%
26,758
+20,100
18
$2.26M 0.24%
+35,500
19
$2.19M 0.23%
53,500
+23,500
20
$2.18M 0.23%
152,409
+77,409
21
$2.18M 0.23%
+96,701
22
$2.13M 0.23%
42,500
-15,800
23
$1.96M 0.21%
+110,000
24
$1.86M 0.2%
45,100
+30,100
25
$1.77M 0.19%
+30,500