SFG
Synergy Financial Group Portfolio holdings
AUM
$136M
1-Year Est. Return
32.5%
1 Year Est. Return
+32.5%
AUM
$111M
AUM Growth
-$8.55M
(-7.1%)
Holding
113
Top Buys
| 1 | +$925K | |
| 2 | +$768K | |
| 3 | +$599K | |
| 4 |
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
|
+$476K |
| 5 |
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
|
+$470K |
Top Sells
| 1 | +$2.08M | |
| 2 | +$709K | |
| 3 | +$271K | |
| 4 |
TSMC
TSM
|
+$215K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$206K |
Sector Composition
| 1 | Technology | 37.68% |
| 2 | Consumer Discretionary | 17.43% |
| 3 | Communication Services | 15.28% |
| 4 | Financials | 6.32% |
| 5 | Consumer Staples | 1.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
UnitedHealth
UNH
$323B
| $218K | 0.2% |
416
-20
|
|
||
102
Hershey
HSY
$38.1B
| $214K | 0.19% |
+1,252
|
|
||
103
Schwab US Dividend Equity ETF
SCHD
$70B
| $213K | 0.19% |
7,633
|
|
||
104
Genuine Parts
GPC
$18.5B
| $213K | 0.19% |
+1,791
|
|
||
105
Whirlpool
WHR
$4.07B
| $213K | 0.19% |
+2,364
|
|
||
106
Adobe
ADBE
$140B
| $210K | 0.19% |
548
-14
|
|
||
107
Take-Two Interactive
TTWO
$48.2B
| $205K | 0.18% |
+990
|
|
||
108
Udemy
UDMY
$992M
| $147K | 0.13% |
18,959
-994
|
|
||
109
New York Times
NYT
$9.15B
| – | – |
-3,899
|
|
||
110
Schwab US Large-Cap Value ETF
SCHV
$14B
| – | – |
-7,794
|
|
||
|
111
TSMC
TSM
$1.53T
| – | – |
-1,090
|
|
||
|
112
Vanguard Total Stock Market ETF
VTI
$543B
| – | – |
-710
|
|
||
113
Zillow
Z
$17.7B
| – | – |
-2,703
|
|