SR

Syntax Research Portfolio holdings

AUM $162M
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$2.34M
2 +$2.33M
3 +$2.23M
4
AMT icon
American Tower
AMT
+$2.16M
5
DT icon
Dynatrace
DT
+$1.86M

Top Sells

1 +$1.88M
2 +$1.75M
3 +$1.45M
4
EQIX icon
Equinix
EQIX
+$1.17M
5
WWD icon
Woodward
WWD
+$1.01M

Sector Composition

1 Technology 20.99%
2 Real Estate 6.14%
3 Industrials 5.68%
4 Communication Services 4.81%
5 Financials 2.93%