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
$2.01M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$90.3K
3
+$52.8K
4
DOCU
DocuSign
DOCU
+$17.5K

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 94.57%
+7,347
2
$46.6K 2.31%
+4,890
3
$46.5K 2.31%
+660
4
$16.3K 0.81%
+200
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