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
$347M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.2M
3
+$12.1M
4
PEN icon
Penumbra
PEN
+$9M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$8.6M

Top Sells

1
+$11.4M
2
+$7.09M
3
+$6.6M
4
SWN
Southwestern Energy Company
SWN
+$3.97M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.93M

Sector Composition

1 Industrials 25.97%
2 Technology 22.98%
3 Energy 7.69%
4 Consumer Discretionary 6.82%
5 Healthcare 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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179
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183
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184
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187
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4 5 6 7
8