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
UNM icon
576
Unum
UNM
$13.3B
$5.11K ﹤0.01%
+70
TFC icon
577
Truist Financial
TFC
$60.1B
$5.06K ﹤0.01%
+110
FTSL icon
578
First Trust Senior Loan Fund ETF
FTSL
$2.3B
$5.02K ﹤0.01%
+112
FTNT icon
579
Fortinet
FTNT
$101B
$4.99K ﹤0.01%
+61
IWY icon
580
iShares Russell Top 200 Growth ETF
IWY
$17.6B
$4.98K ﹤0.01%
+20
CRC icon
581
California Resources
CRC
$5.26B
$4.92K ﹤0.01%
+71
IYZ icon
582
iShares US Telecommunications ETF
IYZ
$1.22B
$4.92K ﹤0.01%
+125
CACI icon
583
CACI
CACI
$11.3B
$4.89K ﹤0.01%
+9
URA icon
584
Global X Uranium ETF
URA
$7.08B
$4.89K ﹤0.01%
+101
CRM icon
585
Salesforce
CRM
$157B
$4.85K ﹤0.01%
+26
LMT icon
586
Lockheed Martin
LMT
$122B
$4.83K ﹤0.01%
+8
DLTR icon
587
Dollar Tree
DLTR
$22.4B
$4.82K ﹤0.01%
+44
BNDX icon
588
Vanguard Total International Bond ETF
BNDX
$79.3B
$4.81K ﹤0.01%
+100
ECL icon
589
Ecolab
ECL
$72B
$4.79K ﹤0.01%
+18
APA icon
590
APA Corp
APA
$12.9B
$4.75K ﹤0.01%
+112
ES icon
591
Eversource Energy
ES
$25.7B
$4.71K ﹤0.01%
+68
KHC icon
592
Kraft Heinz
KHC
$28.5B
$4.68K ﹤0.01%
+208
BNY
593
Bank of New York Mellon
BNY
$95.7B
$4.63K ﹤0.01%
+39
ADBE icon
594
Adobe
ADBE
$105B
$4.62K ﹤0.01%
+19
TM icon
595
Toyota
TM
$248B
$4.53K ﹤0.01%
+22
LNT icon
596
Alliant Energy
LNT
$18.5B
$4.52K ﹤0.01%
+63
IWP icon
597
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$4.48K ﹤0.01%
+35
GEHC icon
598
GE HealthCare
GEHC
$28.4B
$4.41K ﹤0.01%
+62
EMGF icon
599
iShares Emerging Markets Equity Factor ETF
EMGF
$1.9B
$4.41K ﹤0.01%
+73
CMI icon
600
Cummins
CMI
$89.2B
$4.3K ﹤0.01%
+8