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
$55.8M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$2.39M
3
+$2.12M
4
MPWR icon
Monolithic Power Systems
MPWR
+$1.88M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.69M

Top Sells

1
+$2.31M
2
+$1.23M
3
+$1M
4
AAPL icon
Apple
AAPL
+$952K
5
TWTR
Twitter, Inc.
TWTR
+$824K

Sector Composition

1 Technology 46.08%
2 Communication Services 17.22%
3 Consumer Discretionary 16.47%
4 Healthcare 7.67%
5 Consumer Staples 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.09M 9.12%
24,000
+19,500
2
$3.87M 6.94%
84,330
+56,830
3
$3.05M 5.47%
50,000
+42,500
4
$3M 5.37%
509,200
+89,200
5
$2.36M 4.23%
15,780
+7,280
6
$2.2M 3.94%
17,400
+12,400
7
$2.1M 3.76%
+11,780
8
$1.77M 3.18%
+9,000
9
$1.68M 3.02%
42,174
+29,674
10
$1.63M 2.92%
+14,000
11
$1.28M 2.3%
+24,500
12
$1.27M 2.28%
10,000
+7,500
13
$1.21M 2.17%
30,950
+11,700
14
$1.17M 2.09%
+7,800
15
$1.12M 2.01%
+29,500
16
$1.05M 1.87%
37,500
-15,000
17
$959K 1.72%
+20,701
18
$907K 1.63%
+49,500
19
$878K 1.57%
33,000
-14,500
20
$837K 1.5%
10,000
+6,500
21
$824K 1.48%
+10,000
22
$813K 1.46%
+5,000
23
$806K 1.44%
+11,000
24
$763K 1.37%
+34,886
25
$671K 1.2%
20,000
-1,500
1
2 3 4 5