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
$95.2M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$928K
2
+$515K
3
+$358K
4
MELI icon
Mercado Libre
MELI
+$353K
5
AMZN icon
Amazon
AMZN
+$303K

Top Sells

1
+$1.26M
2
+$673K
3
+$581K
4
PTON icon
Peloton Interactive
PTON
+$252K
5
FIVE icon
Five Below
FIVE
+$244K

Sector Composition

1 Technology 45.93%
2 Consumer Discretionary 19.56%
3 Communication Services 18.33%
4 Financials 7.66%
5 Healthcare 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,132
102
– –
-839
103
– –
-1,213
104
– –
-1,287
105
– –
-105,109
106
– –
-2,739
1 2 3 4
5