We are live on ! Find out more
SFG

Synergy Financial Group Portfolio holdings

AUM $133M
1-Year Est. Return 22.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.4M
3
+$433K
4
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$403K
5
U icon
Unity
U
+$311K

Top Sells

1
+$1.3M
2
+$489K
3
+$294K
4
APPN icon
Appian
APPN
+$271K
5
UPS icon
United Parcel Service
UPS
+$252K

Sector Composition

1 Technology 41.51%
2 Consumer Discretionary 16.62%
3 Communication Services 15.64%
4 Financials 5.08%
5 Consumer Staples 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.82%
6,640
+5
27
$1.14M 0.77%
9,979
-153
28
$1.14M 0.77%
2,677
+42
29
$1.12M 0.76%
33,648
+3,017
30
$996K 0.67%
1,388
+19
31
$974K 0.66%
1,052
-32
32
$971K 0.65%
4,305
-74
33
$965K 0.65%
7,949
+341
34
$960K 0.65%
6,745
+45
35
$884K 0.6%
1,473
-184
36
$868K 0.59%
16,548
+1,201
37
$818K 0.55%
15,660
+1,217
38
$806K 0.54%
3,874
+245
39
$799K 0.54%
4,380
+1,467
40
$732K 0.49%
7,468
41
$720K 0.49%
3,356
-88
42
$668K 0.45%
7,898
-290
43
$646K 0.44%
9,640
+460
44
$627K 0.42%
7,495
-299
45
$616K 0.42%
6,721
-120
46
$596K 0.4%
18,685
-30
47
$592K 0.4%
611
+79
48
$582K 0.39%
7,057
-275
49
$580K 0.39%
1,645
+168
50
$576K 0.39%
31,033
1
2
3 4 5