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
$66.7M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$328K
3
+$262K
4
ETSY icon
Etsy
ETSY
+$257K
5
ALB icon
Albemarle
ALB
+$255K

Top Sells

1
+$305K
2
+$224K
3
+$216K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$201K
5
NVDA icon
NVIDIA
NVDA
+$66.4K

Sector Composition

1 Technology 43.86%
2 Consumer Discretionary 20.85%
3 Communication Services 17.9%
4 Financials 7.54%
5 Industrials 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$367K 0.55%
698
+92
52
$354K 0.53%
9,510
53
$350K 0.52%
16,834
+1,632
54
$333K 0.5%
883
+85
55
$332K 0.5%
1,775
+93
56
$328K 0.49%
+6,823
57
$326K 0.49%
2,820
+571
58
$324K 0.49%
5,864
+888
59
$312K 0.47%
7,030
60
$304K 0.46%
1,410
61
$301K 0.45%
1,116
62
$295K 0.44%
9,642
+613
63
$288K 0.43%
1,245
64
$284K 0.43%
4,929
65
$283K 0.42%
3,809
66
$280K 0.42%
4,422
67
$275K 0.41%
2,600
68
$262K 0.39%
+3,268
69
$257K 0.39%
+2,571
70
$257K 0.39%
1,690
71
$255K 0.38%
+963
72
$251K 0.38%
3,724
73
$245K 0.37%
1,311
74
$239K 0.36%
894
-46
75
$237K 0.36%
+2,374
1 2
3
4