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Home > Institutional Investor > Synergy Investment Management, Llc > Profile

Instuitional Investor - Synergy Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Synergy Investment Management, Llc
Portfolio Value $239,486,567
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P
 37,509 $19,276,167 8.05%
2.
Vanguard Growth
 43,961 $16,301,486 6.81%
3.
Ishares Trust
 IEF 28,953 $16,268,656 6.79%
4.
Schwab Strategic Trust
 FNDF 416,172 $11,636,188 4.86%
5.
Ishares Trust
 IEF 96,682 $8,800,948 3.67%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)