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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
76
$669K 0.05%
+4,000
77
$588K 0.05%
+15,000
78
$519K 0.04%
+10,000
79
$518K 0.04%
+50,000
80
$509K 0.04%
+10,000
81
$480K 0.04%
+35,000
82
$302K 0.02%
+5,000
83
$246K 0.02%
+8,000
84
$175K 0.01%
+10,000
85
$1.74K ﹤0.01%
+50
86
– –
-6,175
87
– –
-10,500
88
– –
0
89
– –
-20,000
90
– –
-334,900
91
– –
-10,578
92
– –
0
93
– –
-12,400
94
– –
-51,800
95
– –
-6,600
96
– –
-40,217
97
– –
-27,700
98
– –
0
99
– –
-12,700
100
– –
0
2 3
4
5 6