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
$1.19B
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1 +$51.5M
2 +$41.9M
3 +$23.3M
4
MSFT icon
Microsoft
MSFT
+$10M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.44M

Top Sells

1 +$69.7M
2 +$31.4M
3 +$31.4M
4
TKO icon
TKO Group
TKO
+$25M
5
GE icon
GE Aerospace
GE
+$23.5M

Sector Composition

1 Industrials 9.36%
2 Technology 7.68%
3 Financials 7.55%
4 Consumer Discretionary 4.82%
5 Communication Services 4.12%