SP

Symmetry Partners Portfolio holdings

AUM $1.69B
1-Year Est. Return 14.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$586M
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$18.2M
3
+$9.1M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.98M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.19M

Top Sells

1
+$6.29M
2
+$1.91M
3
+$1.4M
4
ADBE icon
Adobe
ADBE
+$1.17M
5
XLK icon
State Street Technology Select Sector SPDR ETF
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%
Name Market Value Portfolio Weight Shares or Principal Change
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