test

Sandeep Sharma

@Syntax Research, Inc.

Latest period2024 - Q3ReportedManaged Assets$148.037MTotal holdings189
Assets growth rate17.09%Assets growth rate (2-Q avg)6.82%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Syntax Research, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 189 positions.

Assets under management

The assets under management (AUM) of Syntax Research, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 148.037M in assets, with a quarterly growth rate of 17.09% and a 2-quarter average growth rate of 6.82%. The portfolio is managed by Sandeep Sharma, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 1.26%
8.12%
$12.012M
20,824 shares@ $576.83 avg price
VLUEIshares Tr
Recent Activity
Increased 0.91%
5.32%
$7.87M
72,176 shares@ $109.04 avg price
SHYIshares Tr
Recent Activity
Decreased -44.3%
4.74%
$7.011M
84,322 shares@ $83.15 avg price
AAPLApple Inc
Recent Activity
Decreased -3.27%
4.61%
$6.816M
29,254 shares@ $233.01 avg price
ACWXIshares Tr
Recent Activity
Decreased -2.16%
4.13%
$6.103M
106,661 shares@ $57.23 avg price
IEURIshares Tr
Recent Activity
Increased 0.99%
4.02%
$5.939M
97,480 shares@ $60.93 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -4.74%
3.67%
$5.432M
9,468 shares@ $573.76 avg price
NOBLProshares Tr
Recent Activity
Increased 0.17%
3.29%
$4.869M
45,611 shares@ $106.77 avg price
IEFIshares Tr
Recent Activity
Increased 301.12%
3.16%
$4.665M
47,544 shares@ $98.13 avg price
TLTIshares Tr
Recent Activity
Increased 0.63%
2.92%
$4.315M
43,990 shares@ $98.1 avg price