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SI

Symmetry Investments Portfolio holdings

AUM $412M
1-Year Est. Return 30.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.1M
3
+$12M
4
CVNA icon
Carvana
CVNA
+$11.4M
5
AVGO icon
Broadcom
AVGO
+$10.9M

Top Sells

1
+$51.4M
2
+$44.1M
3
+$40.9M
4
IR icon
Ingersoll Rand
IR
+$11.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.6M

Sector Composition

1 Technology 10.73%
2 Consumer Discretionary 9.33%
3 Communication Services 7.28%
4 Industrials 3.96%
5 Financials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.08M 0.66%
+49,796
27
$7.15M 0.58%
+40,000
28
$6.71M 0.54%
+100,000
29
$6.41M 0.52%
31,308
+20,408
30
$6.14M 0.5%
+25,200
31
$5.23M 0.43%
25,905
-15,507
32
$5.02M 0.41%
128,000
+108,000
33
$4.58M 0.37%
+10,300
34
$4.49M 0.36%
7,300
+2,446
35
$4.48M 0.36%
+7,103
36
$4.47M 0.36%
+144,200
37
$4.04M 0.33%
139,878
+38,525
38
$3.89M 0.32%
40,890
39
$3.37M 0.27%
+15,600
40
$3.22M 0.26%
19,700
+4,822
41
$2.93M 0.24%
9,537
-23,200
42
$2.83M 0.23%
9,417
-1,783
43
$2.61M 0.21%
574,105
+184,205
44
$2.45M 0.2%
9,400
+3,700
45
$2.43M 0.2%
+318,388
46
$2.42M 0.2%
+14,900
47
$2.25M 0.18%
+9,800
48
$2.19M 0.18%
7,800
+3,300
49
$2.02M 0.16%
+11,000
50
$2M 0.16%
+4,200
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