SIM

Symetra Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 10.01%
This Quarter Est. Return
1 Year Est. Return
+10.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$382M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$28.9M

Top Sells

1 +$82.7M

Sector Composition

1 Energy 0%
2 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$543B
$317M 82.96%
1,042,140
+95,000
SRLN icon
2
SPDR Blackstone Senior Loan ETF
SRLN
$6.87B
$65.1M 17.04%
1,564,215
-1,988,900
HYG icon
3
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$8K ﹤0.01%
100
AMPY icon
4
Amplify Energy
AMPY
$170M
$2K ﹤0.01%
499
LYB icon
5
LyondellBasell Industries
LYB
$14.9B
$1K ﹤0.01%
15