SIM
Symetra Investment Management Portfolio holdings
AUM
$382M
This Quarter Return
+8.73%
1 Year Return
+10.01%
3 Year Return
+44.73%
5 Year Return
+41.12%
10 Year Return
–
AUM
$70.3M
AUM Growth
+$70.3M
(+61%)
Cap. Flow
+$22.9M
Cap. Flow
% of AUM
32.58%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$22.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Vanguard Total Stock Market ETF
VTI
$526B
| $70.3M | 100% | 290,848 +94,773 | +48% | +$22.9M |
|
2
Amplify Energy
AMPY
$165M
| $2K | ﹤0.01% | 499 | – | – |
|