Portfolio (Quarterly)
Guide ↗
Synergy Asset Management, LLC
· CIK 0001699080| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | IPX | IPERIONX LTD | Basic Materials | 8,761 | $228K | 0.02% | SOLD |
| 62 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 2,215 | $211K | 0.02% | SOLD |
| 63 | MGK | VANGUARD WORLD FD | — | 565 | $208K | 0.02% | SOLD |
| 64 | EFA | ISHARES TR | — | 2,094 | $203K | 0.02% | SOLD |
| 65 | CLSK | CLEANSPARK INC | Technology | 23,443 | $200K | 0.02% | SOLD |
Sector Allocation
Technology
35.8%
Financial Services
13.6%
Healthcare
13.3%
Communication Services
10.2%
Industrials
7.6%
Consumer Cyclical
7.4%
Consumer Defensive
3.5%
Energy
2.7%
Basic Materials
2.3%
Utilities
2.2%