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
$177M
AUM Growth
-$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$5.39M
3 +$4.75M
4
LMT icon
Lockheed Martin
LMT
+$4.44M
5
PYPL icon
PayPal
PYPL
+$3.95M

Sector Composition

1 Industrials 29.64%
2 Energy 12.26%
3 Technology 12.05%
4 Consumer Discretionary 7.62%
5 Materials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
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104
-700
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108
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109
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0
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-2,000
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121
-10,000
122
-38,600
123
0
124
0