Synergy Asset Management, LLC
CIK Number: 0001699080
1.29B
Market Value
692
# of Holdings
2 months
Avg. Holding Period
6.84%
Win Rate
25.64%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR Bloomberg ... | 91.73 | +0.03% | 1.65M | +130.90% | 150.96M | 91.45 | 11.68% | |
| 2 | Microsoft Corpo... | 378.82 | -3.01% | 263.27K | +115.03% | 111.64M | 370.77 | 8.64% | |
| 3 | iShares 0-3 Mon... | 100.67 | +0.02% | 768.89K | +104.41% | 77.29M | 100.38 | 5.98% | |
| 4 | NVIDIA Corporat... | 109.67 | -1.58% | 568.7K | +110.26% | 74.09M | 97.95 | 5.73% | |
| 5 | Apple Inc. | 217.81 | -2.7% | 183.4K | +7.53% | 44.72M | 183.82 | 3.46% |
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