SFG
Synergy Financial Group Portfolio holdings
AUM
$148M
1-Year Est. Return
37.02%
1 Year Est. Return
+37.02%
AUM
$148M
AUM Growth
+$12.5M
(+9.2%)
Holding
117
Top Buys
| 1 | +$1.89M | |
| 2 | +$1.08M | |
| 3 | +$423K | |
| 4 |
Amazon
AMZN
|
+$420K |
| 5 |
Unity
U
|
+$336K |
Top Sells
| 1 | +$1.47M | |
| 2 | +$481K | |
| 3 | +$315K | |
| 4 |
Appian
APPN
|
+$271K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
EOG Resources
EOG
$60.9B
| $263K | 0.18% |
2,343
|
|
||
102
Wheaton Precious Metals
WPM
$49.4B
| $256K | 0.17% |
2,292
|
|
||
103
Pinterest
PINS
$18.4B
| $255K | 0.17% |
7,921
|
|
||
104
Genuine Parts
GPC
$18.1B
| $250K | 0.17% |
1,801
|
|
||
105
Take-Two Interactive
TTWO
$45.7B
| $246K | 0.17% |
953
|
|
||
106
Hershey
HSY
$37B
| $234K | 0.16% |
1,252
-2
|
|
||
107
Capital Group Dividend Value ETF
CGDV
$25.4B
| $222K | 0.15% |
5,290
|
|
||
108
Micron Technology
MU
$254B
| $220K | 0.15% |
+1,313
|
|
||
109
Schwab US Large-Cap Value ETF
SCHV
$14.1B
| $216K | 0.15% |
7,416
|
|
||
110
Schwab US Dividend Equity ETF
SCHD
$71.5B
| $208K | 0.14% |
7,633
|
|
||
111
Ulta Beauty
ULTA
$23.9B
| $207K | 0.14% |
+378
|
|
||
112
Capital Group Dividend Growers ETF
CGDG
$3.82B
| $204K | 0.14% |
+5,885
|
|
||
113
Whirlpool
WHR
$4.49B
| $201K | 0.14% |
2,563
+199
|
|
||
114
Houlihan Lokey
HLI
$12.6B
| $200K | 0.14% |
+975
|
|
||
115
Udemy
UDMY
$768M
| $133K | 0.09% |
18,959
|
|
||
|
116
Appian
APPN
$2.91B
| – | – |
-9,063
|
|
||
|
117
United Parcel Service
UPS
$80.4B
| – | – |
-2,497
|
|