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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
76
$337K 0.23%
3,703
77
$336K 0.23%
+8,384
78
$322K 0.22%
484
-40
79
$316K 0.21%
1,311
-4
80
$314K 0.21%
6,186
-95
81
$313K 0.21%
3,129
-34
82
$312K 0.21%
4,189
-184
83
$309K 0.21%
1,106
+78
84
$308K 0.21%
977
+31
85
$306K 0.21%
448
-18
86
$306K 0.21%
2,968
87
$306K 0.21%
3,345
88
$305K 0.21%
4,158
-76
89
$305K 0.21%
1,236
-9
90
$293K 0.2%
8,385
+1,122
91
$293K 0.2%
921
+25
92
$282K 0.19%
2,473
93
$282K 0.19%
1,826
94
$279K 0.19%
1,744
-137
95
$278K 0.19%
564
+12
96
$278K 0.19%
813
+34
97
$277K 0.19%
4,866
-176
98
$274K 0.18%
2,640
-1
99
$268K 0.18%
818
+108
100
$264K 0.18%
820
1 2 3
4
5