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
$50.6M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$275K
2
+$16.3K
3
+$15.7K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.28K

Top Sells

1
+$549K
2
+$504K
3
+$434K
4
TTD icon
Trade Desk
TTD
+$416K
5
AMZN icon
Amazon
AMZN
+$413K

Sector Composition

1 Technology 45.24%
2 Consumer Discretionary 20.5%
3 Communication Services 17.24%
4 Financials 7.5%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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