SAM

Synergy Asset Management Portfolio holdings

AUM $962M
1-Year Est. Return 27.04%
This Quarter Est. Return
1 Year Est. Return
+27.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$589M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$14.5M
3
+$14M
4
ACGL icon
Arch Capital
ACGL
+$13.6M
5
MELI icon
Mercado Libre
MELI
+$11.8M

Top Sells

1
+$15.8M
2
+$13.9M
3
+$13.5M
4
ON icon
ON Semiconductor
ON
+$12.9M
5
NEE icon
NextEra Energy
NEE
+$12.2M

Sector Composition

1 Technology 15.79%
2 Healthcare 13.08%
3 Communication Services 7.77%
4 Financials 7.48%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
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