SAM
Synergy Asset Management Portfolio holdings
AUM
$874M
1-Year Est. Return
20.47%
1 Year Est. Return
+20.47%
AUM
$874M
AUM Growth
+$81.2M
(+10%)
Holding
228
Top Buys
| 1 | +$20M | |
| 2 | +$19.5M | |
| 3 | +$19M | |
| 4 |
Doximity
DOCS
|
+$18.5M |
| 5 |
Eli Lilly
LLY
|
+$17.7M |
Top Sells
| 1 | +$17.6M | |
| 2 | +$14.7M | |
| 3 | +$13.5M | |
| 4 |
Adobe
ADBE
|
+$12M |
| 5 |
Republic Services
RSG
|
+$11.3M |
Sector Composition
| 1 | Technology | 25.25% |
| 2 | Healthcare | 12.67% |
| 3 | Communication Services | 9.94% |
| 4 | Consumer Discretionary | 8.08% |
| 5 | Financials | 6.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
United Rentals
URI
$64.7B
| – | – |
-14,663
|
|
||
227
Vanguard ESG US Corporate Bond ETF
VCEB
$920M
| – | – |
-3,944
|
|
||
228
Wells Fargo
WFC
$269B
| – | – |
-15,540
|
|