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Symetra Investment Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.68%
This Fund
S&P 500
This Quarter Est. Return
-3.48%
1 Year Est. Return
+14.68%
3 Year Est. Return
+40.76%
5 Year Est. Return
+39%
10 Year Est. Return
–
AUM
$494K
AUM Growth
–
Cap. Flow
+$510K
Cap. Flow %
103.18%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$510K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LQD icon
1
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$494K 100%
+4,000
New +$510K

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Symetra Investment Management's Q1 2020 Portfolio in Review

Q1 2020 is the first quarter with a 13F filing on record for Symetra Investment Management, which disclosed 1 position worth $494K. Its ten largest holdings account for 100% of the portfolio.

Its largest position is iShares iBoxx $ Investment Grade Corporate Bond ETF: 4,000 shares worth $494K.

  • Symetra Investment Management's largest Q1 2020 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 4,000 shares worth $494K.
  • Symetra Investment Management's ten largest holdings make up 100% of its $494K portfolio in Q1 2020.
  • Symetra Investment Management disclosed 1 position in Q1 2020, its first 13F filing on record.

Based on Symetra Investment Management's 13F filing for Q1 2020, filed 15 May 2020.