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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 $165,876,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P
 39,814 $22,615,377 13.63%
2.
Vanguard Growth
 44,108 $19,336,903 11.66%
3.
Schwab Strategic Trust
 FNDF 534,058 $14,152,627 8.53%
4.
Ishares Trust
 IEF 18,741 $11,636,580 7.02%
5.
Spdr Series Trust
 100,840 $9,612,079 5.79%
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)