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
$25.3M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$7.65M
3
+$1.03M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$889K
5
WING icon
Wingstop
WING
+$455K

Top Sells

1
+$389K

Sector Composition

1 Technology 14.48%
2 Consumer Discretionary 7.52%
3 Healthcare 3.12%
4 Consumer Staples 1.24%
5 Industrials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.49M 33.51%
+22,200
2
$8.32M 32.85%
31,250
+27,650
3
$1.1M 4.33%
+12,750
4
$872K 3.44%
+5,000
5
$460K 1.82%
+2,600
6
$425K 1.68%
+3,086
7
$418K 1.65%
+2,500
8
$351K 1.39%
+2,200
9
$273K 1.08%
+1,027
10
$257K 1.02%
+21,500
11
$253K 1%
+5,110
12
$252K 0.99%
+4,000
13
$252K 0.99%
+4,500
14
$243K 0.96%
+8,000
15
$234K 0.93%
+2,277
16
$214K 0.84%
+7,500
17
$206K 0.81%
+1,900
18
$172K 0.68%
+7,500
19
$166K 0.66%
+3,000
20
$165K 0.65%
+8,554
21
$165K 0.65%
+4,000
22
$162K 0.64%
+4,674
23
$159K 0.63%
+15,000
24
$158K 0.62%
+2,000
25
$143K 0.56%
+750
1
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