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
$120M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.01M
2 +$1.96M
3 +$1.66M
4
VTV icon
Vanguard Value ETF
VTV
+$390K
5
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$356K

Top Sells

1 +$1.39M
2 +$713K
3 +$600K
4
SHOP icon
Shopify
SHOP
+$345K
5
DOCN icon
DigitalOcean
DOCN
+$264K

Sector Composition

1 Technology 39.51%
2 Communication Services 17.49%
3 Consumer Discretionary 16.98%
4 Financials 5.77%
5 Consumer Staples 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$164K 0.14%
19,953
102
-6,532
103
-406
104
-987