Synergy Asset Management, LLC
CIK Number: 0001699080
793.09M
Market Value
692
# of Holdings
3 months
Avg. Holding Period
6.86%
Win Rate
26.38%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BIL | SPDR Bloomberg ... | 91.56 | +0.01% | 1.65M | +130.90% | 150.96M | 91.45 | 11.68% |
| 2 | MSFT | Microsoft Corpo... | 452.97 | +0.85% | 263.27K | +115.03% | 111.64M | 370.77 | 8.64% |
| 3 | SGOV | iShares 0-3 Mon... | 100.50 | 0.00% | 768.89K | +104.41% | 77.29M | 100.38 | 5.98% |
| 4 | NVDA | NVIDIA Corporat... | 135.33 | +4.16% | 568.7K | +110.26% | 74.09M | 97.95 | 5.73% |
| 5 | AAPL | Apple Inc. | 212.58 | -0.16% | 183.4K | +7.53% | 44.72M | 183.82 | 3.46% |
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