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
$95.4M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$402K
3
+$308K
4
AAPL icon
Apple
AAPL
+$269K
5
VV icon
Vanguard Large-Cap ETF
VV
+$238K

Top Sells

1
+$609K
2
+$490K
3
+$443K
4
NICE icon
Nice
NICE
+$253K
5
MSFT icon
Microsoft
MSFT
+$251K

Sector Composition

1 Technology 45.4%
2 Communication Services 18.12%
3 Consumer Discretionary 17.38%
4 Financials 4.77%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$219K 0.23%
13,252
-97
77
$209K 0.22%
+712
78
$209K 0.22%
1,715
79
$208K 0.22%
+2,147
80
$207K 0.22%
7,980
-114
81
$200K 0.21%
8,103
-102
82
$172K 0.18%
19,953
-2,216
83
– –
-7,471
84
– –
-4,719
85
– –
-880
86
– –
-4,429
87
– –
-4,373
88
– –
-5,795
89
– –
-971
1 2 3
4