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
$1.3M
AUM Growth
-$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$247K
2 +$199K
3 +$138K
4
TSLA icon
Tesla
TSLA
+$119K
5
ORCL icon
Oracle
ORCL
+$70.6K

Top Sells

1 +$1.34M
2 +$564K
3 +$526K
4
SPOT icon
Spotify
SPOT
+$329K
5
AMBA icon
Ambarella
AMBA
+$317K

Sector Composition

1 Technology 41.59%
2 Communication Services 28.34%
3 Consumer Discretionary 10.09%
4 Healthcare 4.82%
5 Industrials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$247K 0.43%
+300
2
$246K 0.43%
5,300
+4,300
3
$138K 0.24%
+15,000
4
$119K 0.21%
+600
5
$78.4K 0.14%
250
-1,050
6
$70.6K 0.12%
+500
7
$63.9K 0.11%
+2,000
8
$62.6K 0.11%
+600
9
$52.4K 0.09%
+40,000
10
$44.1K 0.08%
+1,000
11
$39.5K 0.07%
300
-10,200
12
$38.6K 0.07%
+1,833
13
$35K 0.06%
+2,500
14
$17.6K 0.03%
+1,000
15
$17.4K 0.03%
+100
16
$12.4K 0.02%
+300
17
$11.6K 0.02%
+1,250
18
$6.85K 0.01%
+500
19
0
20
0
21
-6,250
22
0
23
0
24
0
25
-1,250