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
VRT icon
726
Vertiv
VRT
$121B
$1.5K ﹤0.01%
+6
SCL icon
727
Stepan Co
SCL
$1.2B
$1.5K ﹤0.01%
+30
STZ icon
728
Constellation Brands
STZ
$23.9B
$1.5K ﹤0.01%
+10
VEGI icon
729
iShares MSCI Agriculture Producers ETF
VEGI
$158M
$1.49K ﹤0.01%
+33
GPC icon
730
Genuine Parts
GPC
$13.6B
$1.48K ﹤0.01%
+14
NVO
731
Novo Nordisk
NVO
$202B
$1.47K ﹤0.01%
+40
AEP icon
732
American Electric Power
AEP
$68.9B
$1.44K ﹤0.01%
+11
IRM icon
733
Iron Mountain
IRM
$38.2B
$1.43K ﹤0.01%
+14
POOL icon
734
Pool Corp
POOL
$6.61B
$1.42K ﹤0.01%
+7
EQT icon
735
EQT Corp
EQT
$34.4B
$1.4K ﹤0.01%
+22
FISV
736
Fiserv Inc
FISV
$30.2B
$1.4K ﹤0.01%
+25
KKR icon
737
KKR & Co
KKR
$86.1B
$1.39K ﹤0.01%
+15
ISRG icon
738
Intuitive Surgical
ISRG
$150B
$1.38K ﹤0.01%
+3
DHI icon
739
D.R. Horton
DHI
$41.7B
$1.37K ﹤0.01%
+10
VMC icon
740
Vulcan Materials
VMC
$36.7B
$1.36K ﹤0.01%
+5
AMTM
741
Amentum Holdings
AMTM
$5.68B
$1.36K ﹤0.01%
+52
TAP icon
742
Molson Coors Class B
TAP
$7.41B
$1.33K ﹤0.01%
+31
CI icon
743
Cigna
CI
$73.4B
$1.33K ﹤0.01%
+5
MDU icon
744
MDU Resources
MDU
$4.41B
$1.3K ﹤0.01%
+63
PKG icon
745
Packaging Corp of America
PKG
$19.5B
$1.27K ﹤0.01%
+6
NEWT icon
746
NewtekOne
NEWT
$401M
$1.26K ﹤0.01%
+115
HOOD icon
747
Robinhood
HOOD
$84.9B
$1.25K ﹤0.01%
+18
CRSP icon
748
CRISPR Therapeutics
CRSP
$5.42B
$1.24K ﹤0.01%
+26
KNF icon
749
Knife River
KNF
$4.46B
$1.23K ﹤0.01%
+15
HIG icon
750
Hartford Financial Services
HIG
$34.9B
$1.22K ﹤0.01%
+9