SIM
Symetra Investment Management Portfolio holdings
AUM
$382M
This Quarter Return
-0.34%
1 Year Return
+10.01%
3 Year Return
+44.73%
5 Year Return
+41.12%
10 Year Return
–
AUM
$43.6M
AUM Growth
+$43.6M
(+455%)
Cap. Flow
+$35.8M
Cap. Flow
% of AUM
82.02%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
1
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$35.8M |
| 2 |
Amplify Energy
AMPY
|
$3K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Vanguard Total Stock Market ETF
VTI
$526B
| $43.6M | 99.99% | 196,075 +160,817 | +456% | +$35.8M |
|
|
2
Amplify Energy
AMPY
$165M
| $3K | 0.01% | +499 | New | +$3K |
|