SI

Symmetry Investments Portfolio holdings

AUM $1.19B
1-Year Est. Return 44.42%
This Quarter Est. Return
1 Year Est. Return
+44.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$11.6M
3
+$10M
4
AMZN icon
Amazon
AMZN
+$7.08M
5
EQR icon
Equity Residential
EQR
+$6.99M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 20.67%
2 Industrials 20.06%
3 Technology 6.76%
4 Real Estate 5.13%
5 Financials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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