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
$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

Top Sells

1
+$20.1M
2
+$5.81M
3
+$5.35M
4
UNP icon
Union Pacific
UNP
+$5.12M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$4.52M

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
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103
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107
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109
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124
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1 2 3 4
5