SI

Symmetry Investments Portfolio holdings

AUM $537M
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.7M
3
+$10.2M
4
ABNB icon
Airbnb
ABNB
+$9.93M
5
AMZN icon
Amazon
AMZN
+$8.06M

Top Sells

1
+$33.6M
2
+$16.9M
3
+$10.6M
4
TJX icon
TJX Companies
TJX
+$7.87M
5
VST icon
Vistra
VST
+$5.05M

Sector Composition

1 Consumer Discretionary 17.45%
2 Industrials 15.68%
3 Communication Services 14.88%
4 Technology 14.11%
5 Financials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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