SIM
Symetra Investment Management Portfolio holdings
AUM
$382M
This Quarter Return
+4.03%
1 Year Return
+10.01%
3 Year Return
+44.73%
5 Year Return
+41.12%
10 Year Return
–
AUM
$2.9M
AUM Growth
+$2.9M
(+424%)
Cap. Flow
+$2.38M
Cap. Flow
% of AUM
82.06%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
1
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.38M |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Vanguard Total Stock Market ETF
VTI
$526B
| $2.38M | 82.06% | +11,509 | New | +$2.38M |
|
2
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $520K | 17.94% | 4,000 | – | – |
|