FS
Financial Symmetry Portfolio holdings
AUM
$194M
This Quarter Return
+9.93%
1 Year Return
+14.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.54%
Holding
32
New
32
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.49% |
| 2 | Consumer Discretionary | 1.11% |
| 3 | Communication Services | 0.55% |
| 4 | Healthcare | 0.51% |
| 5 | Financials | 0.2% |
