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
$13.6M
AUM Growth
+$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$1.15M
3 +$852K
4
SRFM icon
Surf Air Mobility
SRFM
+$733K
5
ZM icon
Zoom
ZM
+$534K

Top Sells

1 +$1.31M
2 +$749K
3 +$739K
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$701K
5
CYBR
CyberArk
CYBR
+$561K

Sector Composition

1 Consumer Discretionary 38.12%
2 Technology 28.29%
3 Materials 11.67%
4 Industrials 4.95%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TSLA icon
1
Tesla
TSLA
$1.51T
$4.54M 33.46%
10,210
+6,790
IPX
2
IperionX
IPX
$1.64B
$1.45M 10.7%
29,425
+10,070
IWM icon
3
iShares Russell 2000 ETF
IWM
$74.8B
$1.21M 8.92%
+5,000
SNOW icon
4
Snowflake
SNOW
$57.6B
$1.12M 8.25%
4,960
+3,970
SRFM icon
5
Surf Air Mobility
SRFM
$123M
$671K 4.95%
+156,410
ZM icon
6
Zoom
ZM
$21.9B
$564K 4.16%
+6,840
PYPD icon
7
PolyPid
PYPD
$77.4M
$477K 3.52%
143,096
+79,146
PCOR icon
8
Procore
PCOR
$8.56B
$465K 3.42%
+6,370
DOCU
9
DocuSign
DOCU
$9.03B
$461K 3.4%
+6,400
CAN
10
Canaan Creative
CAN
$327M
$431K 3.18%
+488,800
SBUX icon
11
Starbucks
SBUX
$112B
$411K 3.03%
4,860
+2,940
OPEN icon
12
Opendoor
OPEN
$5.17B
$341K 2.51%
+44,185
ASML icon
13
ASML
ASML
$563B
$271K 2%
280
-1,670
CPNG icon
14
Coupang
CPNG
$34.9B
$220K 1.62%
+6,840
BLND icon
15
Blend Labs
BLND
$436M
$214K 1.58%
+58,660
ORCL icon
16
Oracle
ORCL
$418B
$205K 1.51%
730
+440
WTF
17
Waton Financial Ltd
WTF
$243M
$151K 1.11%
+24,440
GRO
18
Brazil Potash Corp
GRO
$159M
$132K 0.97%
+48,900
DUOT icon
19
Duos Technologies
DUOT
$158M
$108K 0.8%
+14,670
BITF
20
Bitfarms
BITF
$1.32B
$89.6K 0.66%
+31,770
ETHZ
21
ETHZilla Corp
ETHZ
$67.1M
$35.4K 0.26%
+1,467
EDIT icon
22
Editas Medicine
EDIT
$215M
0
COMP icon
23
Compass
COMP
$7.06B
0
CRDO icon
24
Credo Technology Group
CRDO
$20.3B
-970
MSTU
25
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$305M
0