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
$426M
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$14.2M
3 +$10.1M
4
AAPL icon
Apple
AAPL
+$7.02M
5
SIVB
SVB Financial Group
SIVB
+$6.89M

Top Sells

1 +$13.8M
2 +$8.71M
3 +$8.47M
4
UBER icon
Uber
UBER
+$7.3M
5
EQR icon
Equity Residential
EQR
+$6.5M

Sector Composition

1 Industrials 23.63%
2 Consumer Discretionary 16.38%
3 Communication Services 13.31%
4 Financials 12.29%
5 Technology 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$466K 0.07%
+3,800
77
$466K 0.07%
+24,900
78
$449K 0.07%
+1,000
79
$442K 0.07%
+20,000
80
$342K 0.05%
+8,000
81
$289K 0.04%
+2,500
82
$128K 0.02%
+1,250
83
0
84
-86,600
85
0
86
-5,200
87
0
88
-21,267
89
-1,350
90
0
91
-11,250
92
0
93
-46,000
94
-6,250
95
0
96
0
97
-53,951
98
-7,500
99
0
100
-8,240