SIM

Symetra Investment Management Portfolio holdings

AUM $568M
1-Year Est. Return 13.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$60.7M

Top Sells

1
+$18.4M

Sector Composition

1 Energy 0%
2 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$171M 57.86%
640,143
-71,284
2
$125M 42.13%
2,982,988
+1,450,188
3
$8K ﹤0.01%
100
4
$3K ﹤0.01%
499
5
$1K ﹤0.01%
15