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
$239M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.92M
3
+$2.49M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.82M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.66M

Top Sells

1
+$4.9M
2
+$2.92M
3
+$2.27M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.83M
5
MBB icon
iShares MBS ETF
MBB
+$1.6M

Sector Composition

1 Technology 2.35%
2 Consumer Discretionary 1.71%
3 Healthcare 1.22%
4 Communication Services 1.02%
5 Financials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4.17K ﹤0.01%
18
477
$4.15K ﹤0.01%
34
478
$4.13K ﹤0.01%
68
479
$4.11K ﹤0.01%
20
480
$4.08K ﹤0.01%
6
481
$3.98K ﹤0.01%
8
+4
482
$3.88K ﹤0.01%
22
483
$3.87K ﹤0.01%
+48
484
$3.86K ﹤0.01%
250
485
$3.78K ﹤0.01%
+62
486
$3.73K ﹤0.01%
8
487
$3.6K ﹤0.01%
56
488
$3.56K ﹤0.01%
117
489
$3.54K ﹤0.01%
+54
490
$3.51K ﹤0.01%
+57
491
$3.49K ﹤0.01%
6
492
$3.48K ﹤0.01%
6
493
$3.48K ﹤0.01%
+40
494
$3.42K ﹤0.01%
125
495
$3.38K ﹤0.01%
+78
496
$3.34K ﹤0.01%
+40
497
$3.3K ﹤0.01%
9
498
$3.24K ﹤0.01%
34
499
$3.24K ﹤0.01%
111
500
$3.21K ﹤0.01%
+41
18 19
20
21 22