SP
Symmetry Partners Portfolio holdings
AUM
$813M
1-Year Return
11.36%
This Quarter Return
-4.99%
1 Year Return
+11.36%
3 Year Return
+48.13%
5 Year Return
+85.09%
10 Year Return
–
AUM
$1.48B
AUM Growth
-$2.15M
(-0.14%)
Cap. Flow
+$80.6M
Cap. Flow
% of AUM
5.43%
Top 10 Holdings %
Top 10 Hldgs %
34.06%
Holding
581
New
40
Increased
129
Reduced
89
Closed
46
Top Buys
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$4.17M |
| 2 |
Microsoft
MSFT
|
$2.26M |
| 3 |
Church & Dwight Co
CHD
|
$1.88M |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
$1.8M |
| 5 |
Bristol-Myers Squibb
BMY
|
$1.62M |
Sector Composition
| 1 | Technology | 6.51% |
| 2 | Healthcare | 4.91% |
| 3 | Financials | 4.05% |
| 4 | Industrials | 3.41% |
| 5 | Energy | 3.16% |
