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
326
$18.9K 0.01%
+199
327
$18.8K 0.01%
+300
328
$18.6K 0.01%
+150
329
$18.5K 0.01%
+315
330
$18.1K 0.01%
+250
331
$18.1K 0.01%
+150
332
$18K 0.01%
+923
333
$17.8K 0.01%
+209
334
$17.8K 0.01%
+291
335
$17.4K 0.01%
+175
336
$17.3K 0.01%
+149
337
$17.3K 0.01%
+288
338
$17K 0.01%
+142
339
$17K 0.01%
+182
340
$17K 0.01%
+188
341
$16.9K 0.01%
+300
342
$16.8K 0.01%
+260
343
$16.5K 0.01%
+416
344
$16.1K 0.01%
+237
345
$16K 0.01%
+117
346
$15.9K 0.01%
+75
347
$15.9K 0.01%
+252
348
$15.7K 0.01%
+43
349
$15.5K 0.01%
+59
350
$15.2K 0.01%
+310