SI

Symmetry Investments Portfolio holdings

AUM $537M
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$10.6M
3
+$7.73M
4
QRVO icon
Qorvo
QRVO
+$7.5M
5
HON icon
Honeywell
HON
+$6.48M

Top Sells

1
+$29.7M
2
+$17.5M
3
+$8.38M
4
EQT icon
EQT Corp
EQT
+$8.26M
5
SWN
Southwestern Energy Company
SWN
+$4.85M

Sector Composition

1 Industrials 35.68%
2 Technology 15.89%
3 Energy 11.54%
4 Consumer Discretionary 9.39%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
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