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
$1.67B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$582M
2
+$117M
3
+$39.9M
4
UNP icon
Union Pacific
UNP
+$35.1M
5
WFC icon
Wells Fargo
WFC
+$30.3M

Top Sells

1
+$11.4M
2
+$10M
3
+$9.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.54M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$9.28M

Sector Composition

1 Energy 12.97%
2 Technology 12.52%
3 Consumer Discretionary 8.88%
4 Industrials 5.65%
5 Financials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
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