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
$209M
AUM Growth
+$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.5M
3
+$7.86M
4
QRVO icon
Qorvo
QRVO
+$7.51M
5
HON icon
Honeywell
HON
+$6.21M

Top Sells

1
+$30.6M
2
+$18M
3
+$10.1M
4
EQT icon
EQT Corp
EQT
+$8.22M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$4.83M

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
in Stake 		Capital Flow
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