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
76
$225K 0.28%
7,787
-155
77
$225K 0.28%
+1,031
78
$223K 0.27%
+1,954
79
$222K 0.27%
8,766
-18
80
$221K 0.27%
+371
81
$219K 0.27%
13,555
-225
82
$217K 0.27%
+882
83
$217K 0.27%
+3,744
84
$214K 0.26%
+832
85
$208K 0.26%
+4,845
86
$207K 0.25%
+2,178
87
$203K 0.25%
+3,420
88
– –
-3,156
89
– –
-1,014
90
– –
-1,654
91
– –
-3,094
1 2 3
4