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Home > Institutional Investor > Synergy Financial Group, Ltd > Profile

Instuitional Investor - Synergy Financial Group, Ltd

Fund Profile
Filing Period:
Fund Name: Synergy Financial Group, Ltd
Portfolio Value $71,636,553
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 21,153 $6,679,157 9.32%
2.
Amazon Com Inc
 AMZN 42,804 $5,441,244 7.59%
3.
Trade Desk Inc.
 TTD 50,896 $3,977,522 5.55%
4.
Apple Inc.
 AAPL 23,193 $3,970,893 5.54%
5.
Nvidia Corp
 NVDA 8,848 $3,848,808 5.37%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)