SI

Symmetry Investments Portfolio holdings

AUM $1.23B
1-Year Est. Return 48.21%
This Quarter Est. Return
1 Year Est. Return
+48.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14M
3
+$12.5M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$10.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.92M

Top Sells

1
+$9.78M
2
+$2.56M
3
+$2.49M
4
GE icon
GE Aerospace
GE
+$2.16M
5
SHOP icon
Shopify
SHOP
+$2.04M

Sector Composition

1 Industrials 17.91%
2 Consumer Discretionary 16.55%
3 Communication Services 11.57%
4 Financials 6.21%
5 Technology 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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