SFG
Synergy Financial Group Portfolio holdings
AUM
$148M
1-Year Est. Return
37.02%
1 Year Est. Return
+37.02%
AUM
$136M
AUM Growth
+$24.4M
(+22%)
Holding
113
Top Buys
| 1 | +$483K | |
| 2 | +$382K | |
| 3 | +$370K | |
| 4 |
Adobe
ADBE
|
+$359K |
| 5 |
Shopify
SHOP
|
+$349K |
Top Sells
| 1 | +$309K | |
| 2 | +$218K | |
| 3 | +$183K | |
| 4 |
Chipotle Mexican Grill
CMG
|
+$138K |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$106K |
Sector Composition
| 1 | Technology | 39.86% |
| 2 | Consumer Discretionary | 17.05% |
| 3 | Communication Services | 16.4% |
| 4 | Financials | 5.36% |
| 5 | Industrials | 1.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Whirlpool
WHR
$4.49B
| $240K | 0.18% |
2,364
|
|
||
102
JD.com
JD
$42.2B
| $237K | 0.17% |
7,263
-208
|
|
||
103
TSMC
TSM
$1.52T
| $233K | 0.17% |
+1,028
|
|
||
104
Take-Two Interactive
TTWO
$45.7B
| $231K | 0.17% |
953
-37
|
|
||
105
Genuine Parts
GPC
$18.1B
| $218K | 0.16% |
1,801
+10
|
|
||
106
Vanguard Total Stock Market ETF
VTI
$566B
| $216K | 0.16% |
+710
|
|
||
107
Capital Group Dividend Value ETF
CGDV
$25.4B
| $209K | 0.15% |
+5,290
|
|
||
108
Hershey
HSY
$37B
| $208K | 0.15% |
1,254
+2
|
|
||
109
Wheaton Precious Metals
WPM
$49.4B
| $206K | 0.15% |
+2,292
|
|
||
110
Schwab US Large-Cap Value ETF
SCHV
$14.1B
| $205K | 0.15% |
+7,416
|
|
||
111
Schwab US Dividend Equity ETF
SCHD
$71.5B
| $202K | 0.15% |
7,633
|
|
||
112
Udemy
UDMY
$768M
| $133K | 0.1% |
18,959
|
|
||
113
UnitedHealth
UNH
$302B
| – | – |
-416
|
|