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
$111M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$7.18M
2 +$7.08M
3 +$6.27M
4
TTD icon
Trade Desk
TTD
+$5.28M
5
NVDA icon
NVIDIA
NVDA
+$4.96M

Top Sells

No sells this quarter

Sector Composition

1 Technology 46.76%
2 Communication Services 20.02%
3 Consumer Discretionary 17.54%
4 Financials 6.73%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$213K 0.19%
+2,013
102
$210K 0.19%
+1,213
103
$203K 0.18%
+1,287
104
$201K 0.18%
+1,132
105
$149K 0.13%
+1,000