SIM
Symetra Investment Management Portfolio holdings
AUM
$568M
1-Year Est. Return
13.04%
This Fund
S&P 500
1 Year Est. Return
+13.04%
AUM
$455M
AUM Growth
+$73.3M
(+19%)
Holding
6
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
Vanguard Total Stock Market ETF
VTI
$611B
| $379M | 83.23% |
1,154,095
+111,955
|
|
||
2
State Street Blackstone Senior Loan ETF
SRLN
$4.8B
| $65M | 14.29% |
1,564,215
|
|
||
3
Invesco Senior Loan ETF
BKLN
$6.51B
| $11.3M | 2.48% |
+538,250
|
|
||
4
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
| $8K | ﹤0.01% |
100
|
|
||
5
Amplify Energy
AMPY
$243M
| $3K | ﹤0.01% |
499
|
|
||
6
LyondellBasell Industries
LYB
$22.8B
| $1K | ﹤0.01% |
15
|
|