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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
1
$12.2M 8.21%
65,271
-1,688
2
$11.7M 7.9%
22,613
+3,641
3
$9.43M 6.36%
63,449
-1,298
4
$9.39M 6.33%
42,765
+1,915
5
$5.95M 4.01%
13,388
+245
6
$5.6M 3.78%
22,001
-392
7
$5.25M 3.54%
21,575
+472
8
$5.25M 3.54%
7,155
+114
9
$4.36M 2.94%
36,340
-4,010
10
$3.85M 2.6%
1,647
+46
11
$3.81M 2.57%
26,150
-10,072
12
$3.71M 2.5%
75,786
+21,990
13
$3.69M 2.49%
6,018
-149
14
$3.53M 2.38%
50,109
+6,002
15
$2.44M 1.64%
26,096
+904
16
$2.07M 1.4%
4,225
+107
17
$1.93M 1.3%
3,398
-63
18
$1.8M 1.21%
5,993
-406
19
$1.72M 1.16%
5,208
-162
20
$1.62M 1.09%
22,076
+576
21
$1.6M 1.08%
29,558
+349
22
$1.47M 0.99%
4,785
+159
23
$1.28M 0.86%
32,709
-274
24
$1.26M 0.85%
5,170
+138
25
$1.25M 0.84%
12,496
1
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