SIM

Synergy Investment Management Portfolio holdings

AUM $306M
1-Year Est. Return 16.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
911
New
Increased
Reduced
Closed

Top Buys

1 +$6.51M
2 +$3.83M
3 +$3.34M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.67M
5
SECT icon
Main Sector Rotation ETF
SECT
+$2.5M

Top Sells

1 +$8.27M
2 +$2.55M
3 +$2.39M
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.36M
5
IAU icon
iShares Gold Trust
IAU
+$2.31M

Sector Composition

1 Technology 2.6%
2 Consumer Discretionary 1.56%
3 Communication Services 1.14%
4 Healthcare 1%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MCK icon
501
McKesson
MCK
$89.2B
$9.52K ﹤0.01%
+11
XEL icon
502
Xcel Energy
XEL
$49.6B
$9.37K ﹤0.01%
+118
BIIB icon
503
Biogen
BIIB
$28.9B
$9.35K ﹤0.01%
+51
MOO icon
504
VanEck Agribusiness ETF
MOO
$938M
$9.29K ﹤0.01%
+110
CEG icon
505
Constellation Energy
CEG
$104B
$9.29K ﹤0.01%
+33
PGR icon
506
Progressive
PGR
$111B
$9.26K ﹤0.01%
+47
BDX icon
507
Becton Dickinson
BDX
$40.5B
$9.12K ﹤0.01%
+58
EUFN icon
508
iShares MSCI Europe Financials ETF
EUFN
$3.63B
$9.06K ﹤0.01%
+260
PICK icon
509
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.17B
$9.05K ﹤0.01%
+160
KMI icon
510
Kinder Morgan
KMI
$69.1B
$8.85K ﹤0.01%
+264
AMT icon
511
American Tower
AMT
$87.1B
$8.84K ﹤0.01%
+51
PEG icon
512
Public Service Enterprise Group
PEG
$39.2B
$8.82K ﹤0.01%
+109
DHR icon
513
Danaher
DHR
$129B
$8.73K ﹤0.01%
+46
ORLY icon
514
O'Reilly Automotive
ORLY
$72B
$8.68K ﹤0.01%
+94
CINF icon
515
Cincinnati Financial
CINF
$24.4B
$8.65K ﹤0.01%
+55
FPE icon
516
First Trust Preferred Securities and Income ETF
FPE
$6.35B
$8.49K ﹤0.01%
+478
GS icon
517
Goldman Sachs
GS
$303B
$8.46K ﹤0.01%
+10
RDIV icon
518
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.08B
$8.35K ﹤0.01%
+150
TER icon
519
Teradyne
TER
$58.6B
$8.3K ﹤0.01%
+28
EVRG icon
520
Evergy
EVRG
$18.9B
$8.28K ﹤0.01%
+101
IEV icon
521
iShares Europe ETF
IEV
$1.75B
$8.15K ﹤0.01%
+120
D icon
522
Dominion Energy
D
$58.9B
$7.99K ﹤0.01%
+129
SOFI icon
523
SoFi Technologies
SOFI
$23.4B
$7.94K ﹤0.01%
+500
FCX icon
524
Freeport-McMoran
FCX
$94.5B
$7.94K ﹤0.01%
+135
RSPT icon
525
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.64B
$7.92K ﹤0.01%
+175