SIM

Synergy Investment Management Portfolio holdings

AUM $262M
1-Year Est. Return 14.11%
This Quarter Est. Return
1 Year Est. Return
+14.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.78%
2 Consumer Discretionary 1.34%
3 Communication Services 1.22%
4 Healthcare 1.17%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$24.4K 0.01%
+800
302
$24.3K 0.01%
+174
303
$24.1K 0.01%
+54
304
$23.8K 0.01%
+360
305
$23.8K 0.01%
+315
306
$23.7K 0.01%
+200
307
$23.5K 0.01%
+400
308
$23K 0.01%
+485
309
$22.4K 0.01%
+1,600
310
$22.4K 0.01%
+302
311
$22.3K 0.01%
+840
312
$22.1K 0.01%
+146
313
$22.1K 0.01%
+196
314
$22K 0.01%
+146
315
$21.9K 0.01%
+963
316
$21.7K 0.01%
+516
317
$21.6K 0.01%
+683
318
$20.7K 0.01%
+22
319
$20.5K 0.01%
+337
320
$20.4K 0.01%
+732
321
$19.9K 0.01%
+207
322
$19.8K 0.01%
+552
323
$19.8K 0.01%
+224
324
$19.5K 0.01%
+342
325
$19K 0.01%
+337