SIM
Symetra Investment Management Portfolio holdings
AUM
$382M
This Quarter Return
+7.8%
1 Year Return
+10.01%
3 Year Return
+44.73%
5 Year Return
+41.12%
10 Year Return
–
AUM
$7.86M
AUM Growth
+$7.86M
(+171%)
Cap. Flow
+$4.77M
Cap. Flow
% of AUM
60.74%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
1
Reduced
–
Closed
1
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$5.29M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$520K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Vanguard Total Stock Market ETF
VTI
$526B
| $7.86M | 100% | 35,258 +23,749 | +206% | +$5.29M |
|
|
2
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| – | – | -4,000 | Closed | -$520K |
|