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

Top Buys

1 +$487K
2 +$292K
3 +$250K
4
IPX
IperionX
IPX
+$228K
5
DAO
Youdao
DAO
+$102K

Top Sells

1 +$247K
2 +$246K
3 +$138K
4
TSLA icon
Tesla
TSLA
+$119K
5
SPOT icon
Spotify
SPOT
+$78.4K

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 0.24%
5,000
+4,700
2
$292K 0.13%
+6,581
3
$250K 0.11%
+2,250
4
$228K 0.1%
+10,218
5
$102K 0.05%
+24,500
6
$90.1K 0.04%
+20,628
7
$76.2K 0.04%
+7,400
8
$39K 0.02%
+27,500
9
0
10
-600
11
0
12
0
13
0
14
0
15
0
16
0
17
0
18
0
19
0
20
0
21
0
22
-300
23
0
24
0
25
0