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
$181M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.6M
3
+$5.84M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$3.82M
5
CSL icon
Carlisle Companies
CSL
+$2.83M

Top Sells

1
+$20M
2
+$8.87M
3
+$8.85M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.5M
5
DE icon
Deere & Co
DE
+$7M

Sector Composition

1 Industrials 20.8%
2 Technology 8.58%
3 Energy 7.13%
4 Consumer Discretionary 6.37%
5 Communication Services 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5