SFG
Synergy Financial Group Portfolio holdings
AUM
$133M
1-Year Est. Return
22.16%
This Fund
S&P 500
1 Year Est. Return
+22.16%
AUM
$133M
AUM Growth
-$9.21M
(-6.5%)
Holding
137
Top Buys
| 1 | +$1.55M | |
| 2 | +$730K | |
| 3 | +$642K | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$533K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$490K |
Top Sells
| 1 | +$1.08M | |
| 2 | +$318K | |
| 3 | +$286K | |
| 4 |
Zillow
ZG
|
+$286K |
| 5 |
Workday
WDAY
|
+$280K |
Sector Composition
| 1 | Technology | 36.52% |
| 2 | Communication Services | 14.65% |
| 3 | Consumer Discretionary | 14.44% |
| 4 | Financials | 4.7% |
| 5 | Energy | 1.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Workday
WDAY
$36.8B
| – | – |
-1,305
|
|
||
127
Atlassian
TEAM
$25.7B
| – | – |
-1,317
|
|
||
128
Take-Two Interactive
TTWO
$40.3B
| – | – |
-954
|
|
||
129
Ulta Beauty
ULTA
$20.1B
| – | – |
-378
|
|
||
130
Upstart Holdings
UPST
$3.05B
| – | – |
-6,233
|
|
||
|
131
Zillow
ZG
$8.19B
| – | – |
-4,189
|
|
||
132
Pinterest
PINS
$12.1B
| – | – |
-7,920
|
|
||
133
Autodesk
ADSK
$49.4B
| – | – |
-787
|
|
||
134
Genuine Parts
GPC
$13.4B
| – | – |
-1,631
|
|
||
135
Hershey
HSY
$36.7B
| – | – |
-1,107
|
|
||
136
HubSpot
HUBS
$11.4B
| – | – |
-792
|
|
||
137
Intuitive Surgical
ISRG
$147B
| – | – |
-403
|
|