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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
$71.6M
AUM Growth
-$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$324K
3
+$316K
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$277K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$216K

Top Sells

1
+$334K
2
+$332K
3
+$268K
4
PLNT icon
Planet Fitness
PLNT
+$234K
5
UPST icon
Upstart Holdings
UPST
+$231K

Sector Composition

1 Technology 45.9%
2 Consumer Discretionary 18.75%
3 Communication Services 18.38%
4 Financials 5.87%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$204K 0.28%
3,477
-243
77
$160K 0.22%
13,780
-284
78
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-983
79
– –
-6,446
80
– –
-4,910
81
– –
-3,469
82
– –
-996
83
– –
-8,280
84
– –
-879
85
– –
-4,373
1 2 3
4