SP
Symmetry Partners Portfolio holdings
AUM
$813M
1-Year Return
11.36%
This Quarter Return
+10.01%
1 Year Return
+11.36%
3 Year Return
+48.13%
5 Year Return
+85.09%
10 Year Return
–
AUM
$586M
AUM Growth
+$193M
(+49%)
Cap. Flow
+$159M
Cap. Flow
% of AUM
27.15%
Top 10 Holdings %
Top 10 Hldgs %
47.22%
Holding
445
New
68
Increased
208
Reduced
55
Closed
25
Top Buys
Top Sells
| 1 |
Amazon
AMZN
|
$6.29M |
| 2 |
JPMorgan Chase
JPM
|
$1.91M |
| 3 |
Microsoft
MSFT
|
$1.4M |
| 4 |
Adobe
ADBE
|
$1.17M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$1.16M |
Sector Composition
| 1 | Technology | 6.78% |
| 2 | Healthcare | 5.53% |
| 3 | Consumer Discretionary | 4.49% |
| 4 | Financials | 3.97% |
| 5 | Industrials | 3.26% |
