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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
51
$570K 0.38%
1,134
52
$563K 0.38%
10,524
+18
53
$551K 0.37%
8,005
-171
54
$549K 0.37%
3,395
+86
55
$543K 0.37%
2,137
+13
56
$516K 0.35%
2,556
57
$482K 0.33%
2,035
+48
58
$444K 0.3%
2,381
+109
59
$440K 0.3%
658
-3
60
$436K 0.29%
1,465
-5
61
$433K 0.29%
2,787
+54
62
$425K 0.29%
1,923
-3
63
$418K 0.28%
8,243
+940
64
$410K 0.28%
7,556
+364
65
$404K 0.27%
1,902
66
$386K 0.26%
825
-5
67
$375K 0.25%
6,467
+81
68
$366K 0.25%
3,197
+242
69
$361K 0.24%
3,599
+479
70
$359K 0.24%
2,010
-68
71
$351K 0.24%
4,645
-8
72
$346K 0.23%
2,514
73
$345K 0.23%
12,190
-376
74
$340K 0.23%
1,575
-25
75
$339K 0.23%
4,701
+53
1 2
3
4 5