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
$8.82M
AUM Growth
+$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$680K
3
+$618K
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$604K
5
CYBR
CyberArk
CYBR
+$503K

Top Sells

1
+$1.18M
2
+$16.3K
3
+$11.9K

Sector Composition

1 Technology 47.72%
2 Consumer Discretionary 18.68%
3 Communication Services 9.05%
4 Materials 6.91%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.56M 17.72%
+1,950
2
$1.09M 12.32%
3,420
-3,927
3
$749K 8.49%
+1,460
4
$739K 8.38%
+963
5
$660K 7.48%
+7,020
6
$610K 6.91%
+19,355
7
$561K 6.37%
+1,380
8
$387K 4.39%
+5,860
9
$314K 3.56%
+120
10
$230K 2.61%
19,500
+14,610
11
$226K 2.56%
+63,950
12
$222K 2.51%
+990
13
$176K 1.99%
+1,920
14
$158K 1.79%
+1,750
15
$92.8K 1.05%
+1,230
16
$89.8K 1.02%
+970
17
$86.5K 0.98%
+6,100
18
$82.7K 0.94%
+26,880
19
$82.1K 0.93%
+2,430
20
$75.1K 0.85%
+1,460
21
$71.5K 0.81%
+290
22
$70.3K 0.8%
+740
23
$63.4K 0.72%
+290
24
$60.8K 0.69%
+2,440
25
$56.8K 0.64%
+290
1
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