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SFG

Synergy Financial Group Portfolio holdings

AUM $133M
1-Year Est. Return 22.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.4M
3
+$433K
4
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$403K
5
U icon
Unity
U
+$311K

Top Sells

1
+$1.3M
2
+$489K
3
+$294K
4
APPN icon
Appian
APPN
+$271K
5
UPS icon
United Parcel Service
UPS
+$252K

Sector Composition

1 Technology 41.51%
2 Consumer Discretionary 16.62%
3 Communication Services 15.64%
4 Financials 5.08%
5 Consumer Staples 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$263K 0.18%
2,343
102
$256K 0.17%
2,292
103
$255K 0.17%
7,921
104
$250K 0.17%
1,801
105
$246K 0.17%
953
106
$234K 0.16%
1,252
-2
107
$222K 0.15%
5,290
108
$220K 0.15%
+1,313
109
$216K 0.15%
7,416
110
$208K 0.14%
7,633
111
$207K 0.14%
+378
112
$204K 0.14%
+5,885
113
$201K 0.14%
2,563
+199
114
$200K 0.14%
+975
115
$133K 0.09%
18,959
116
– –
-2,497
117
– –
-9,063
1 2 3 4
5