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
$81.6M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$282K
3
+$269K
4
PLNT icon
Planet Fitness
PLNT
+$253K
5
ZG icon
Zillow
ZG
+$248K

Top Sells

1
+$707K
2
+$597K
3
+$336K
4
MSFT icon
Microsoft
MSFT
+$330K
5
ISRG icon
Intuitive Surgical
ISRG
+$296K

Sector Composition

1 Technology 47.61%
2 Consumer Discretionary 19.2%
3 Communication Services 17.58%
4 Financials 5.66%
5 Consumer Staples 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$347K 0.43%
2,538
-18
52
$347K 0.43%
8,443
+1,032
53
$347K 0.43%
4,167
-24
54
$345K 0.42%
5,680
+76
55
$342K 0.42%
+11,699
56
$328K 0.4%
919
+25
57
$327K 0.4%
8,822
58
$321K 0.39%
4,461
-1,400
59
$313K 0.38%
501
+6
60
$313K 0.38%
6,249
+685
61
$303K 0.37%
634
62
$294K 0.36%
3,332
63
$282K 0.35%
+7,679
64
$273K 0.33%
530
-23
65
$269K 0.33%
+6,588
66
$267K 0.33%
460
-23
67
$266K 0.33%
2,583
-111
68
$264K 0.32%
4,299
+30
69
$254K 0.31%
1,044
+12
70
$253K 0.31%
+3,469
71
$249K 0.31%
3,286
-191
72
$249K 0.3%
12,004
-500
73
$248K 0.3%
+4,373
74
$234K 0.29%
66
-4
75
$229K 0.28%
12,968
+15
1 2
3
4