SFG

Synergy Financial Group Portfolio holdings

AUM $136M
1-Year Est. Return 32.5%
This Quarter Est. Return
1 Year Est. Return
+32.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.4M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$402K
3
+$308K
4
AAPL icon
Apple
AAPL
+$269K
5
VV icon
Vanguard Large-Cap ETF
VV
+$238K

Top Sells

1
+$609K
2
+$490K
3
+$443K
4
NICE icon
Nice
NICE
+$253K
5
MSFT icon
Microsoft
MSFT
+$251K

Sector Composition

1 Technology 45.4%
2 Communication Services 18.12%
3 Consumer Discretionary 17.38%
4 Financials 4.77%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$905K 0.95%
3,739
+924
27
$831K 0.87%
8,460
-213
28
$800K 0.84%
4,391
-620
29
$789K 0.83%
5,201
-882
30
$766K 0.8%
1,532
+190
31
$754K 0.79%
9,688
-561
32
$751K 0.79%
1,567
-5
33
$701K 0.73%
2,807
+954
34
$652K 0.68%
12,955
+2,862
35
$651K 0.68%
637
-7
36
$648K 0.68%
12,351
+424
37
$591K 0.62%
6,314
+275
38
$563K 0.59%
7,746
+25
39
$549K 0.58%
21,772
-224
40
$503K 0.53%
1,957
+6
41
$496K 0.52%
3,059
+12
42
$482K 0.5%
817
+270
43
$423K 0.44%
2,391
-571
44
$414K 0.43%
1,899
+322
45
$412K 0.43%
1,932
+1
46
$402K 0.42%
+13,917
47
$402K 0.42%
5,671
-21
48
$397K 0.42%
976
+34
49
$379K 0.4%
2,808
+506
50
$377K 0.39%
8,545
1
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