SPM

Symmetry Peak Management Portfolio holdings

AUM $13.6M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$46.6K
3
+$46.5K
4
DOCU icon
DocuSign
DOCU
+$16.3K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 94.57%
2 Communication Services 2.31%
3 Technology 0.81%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.9M 2.19%
+7,347
2
$46.6K 0.05%
+4,890
3
$46.5K 0.05%
+660
4
$16.3K 0.02%
+200
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