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
$1.6M
AUM Growth
+$295K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$273K
3
+$236K
4
IPX
IperionX
IPX
+$167K
5
BTOC
Armlogi Holding Corp
BTOC
+$95K

Top Sells

1
+$285K
2
+$247K
3
+$170K
4
TSLA icon
Tesla
TSLA
+$137K
5
SPOT icon
Spotify
SPOT
+$83.1K

Sector Composition

1 Technology 48.2%
2 Materials 14.26%
3 Consumer Staples 6.37%
4 Industrials 5.65%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$519K 32.5%
5,000
+4,700
2
$292K 18.29%
+6,581
3
$250K 15.69%
+2,250
4
$228K 14.26%
+10,218
5
$102K 6.37%
+24,500
6
$90.1K 5.65%
+20,628
7
$76.2K 4.78%
+7,400
8
$39K 2.45%
+27,500
9
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-2,500
12
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14
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18
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-300
20
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22
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-1,250
24
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