SFG

Synergy Financial Group Portfolio holdings

AUM $148M
1-Year Est. Return 37.02%
This Quarter Est. Return
1 Year Est. Return
+37.02%
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
+$1.89M
2
+$1.08M
3
+$423K
4
AMZN icon
Amazon
AMZN
+$420K
5
U icon
Unity
U
+$336K

Top Sells

1
+$1.47M
2
+$481K
3
+$315K
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
BRK.B icon
51
Berkshire Hathaway Class B
BRK.B
$1.09T
$570K 0.38%
1,134
LMND icon
52
Lemonade
LMND
$5.74B
$563K 0.38%
10,524
+18
IBKR icon
53
Interactive Brokers
IBKR
$29.4B
$551K 0.37%
8,005
-171
AMD icon
54
Advanced Micro Devices
AMD
$351B
$549K 0.37%
3,395
+86
VB icon
55
Vanguard Small-Cap ETF
VB
$69.7B
$543K 0.37%
2,137
+13
EA icon
56
Electronic Arts
EA
$50.9B
$516K 0.35%
2,556
CRM icon
57
Salesforce
CRM
$236B
$482K 0.33%
2,035
+48
VTV icon
58
Vanguard Value ETF
VTV
$154B
$444K 0.3%
2,381
+109
IVV icon
59
iShares Core S&P 500 ETF
IVV
$734B
$440K 0.3%
658
-3
VEEV icon
60
Veeva Systems
VEEV
$39.8B
$436K 0.29%
1,465
-5
CVX icon
61
Chevron
CVX
$304B
$433K 0.29%
2,787
+54
WM icon
62
Waste Management
WM
$86.3B
$425K 0.29%
1,923
-3
GSST icon
63
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.17B
$418K 0.28%
8,243
+940
ISCG icon
64
iShares Morningstar Small-Cap Growth ETF
ISCG
$813M
$410K 0.28%
7,556
+364
COF icon
65
Capital One
COF
$146B
$404K 0.27%
1,902
HUBS icon
66
HubSpot
HUBS
$19.8B
$386K 0.26%
825
-5
EPR icon
67
EPR Properties
EPR
$3.95B
$375K 0.25%
6,467
+81
PLD icon
68
Prologis
PLD
$119B
$366K 0.25%
3,197
+242
GBIL icon
69
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.53B
$361K 0.24%
3,599
+479
SE icon
70
Sea Limited
SE
$80.2B
$359K 0.24%
2,010
-68
NEE icon
71
NextEra Energy
NEE
$174B
$351K 0.24%
4,645
-8
VT icon
72
Vanguard Total World Stock ETF
VT
$57.4B
$346K 0.23%
2,514
KMI icon
73
Kinder Morgan
KMI
$61.9B
$345K 0.23%
12,190
-376
BKNG icon
74
Booking.com
BKNG
$162B
$340K 0.23%
63
-1
DOCU icon
75
DocuSign
DOCU
$14.3B
$339K 0.23%
4,701
+53
1 2
3
4 5