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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
+2.54%
1 Year Est. Return
+14.68%
3 Year Est. Return
+40.76%
5 Year Est. Return
+39%
10 Year Est. Return
–
AUM
$553K
AUM Growth
+$14K
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

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
$553K 100%
4,000
– –

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Symetra Investment Management's Q4 2020 Portfolio in Review

As of Q4 2020, Symetra Investment Management held 1 position worth $553K, up 2.6% from $539K the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2020: portfolio turnover was 0%. Symetra Investment Management opened no new positions and made no exits, leaving the 1-position portfolio largely intact.

  • Symetra Investment Management's ten largest holdings make up 100% of its $553K portfolio in Q4 2020.
  • Symetra Investment Management opened 0 new positions and closed 0 in Q4 2020.
  • Symetra Investment Management's portfolio value rose 2.6% quarter-over-quarter to $553K.

Based on Symetra Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.