SIM

Symetra Investment Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0%
2 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$379M 83.23%
1,154,095
+111,955
2
$65M 14.29%
1,564,215
3
$11.3M 2.48%
+538,250
4
$8K ﹤0.01%
100
5
$3K ﹤0.01%
499
6
$1K ﹤0.01%
15