SP

Symmetry Partners Portfolio holdings

AUM $918M
1-Year Est. Return 11.24%
This Quarter Est. Return
1 Year Est. Return
+11.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$15.9M
3 +$15.4M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$13.1M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$10.4M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.32M 0.93%
+47,638
27
$1.25M 0.87%
+23,834
28
$1.02M 0.71%
+16,599
29
$818K 0.57%
+16,506
30
$576K 0.4%
+23,192
31
$471K 0.33%
+11,853