SP
Symmetry Partners Portfolio holdings
AUM
$813M
1-Year Return
11.36%
This Quarter Return
+1.9%
1 Year Return
+11.36%
3 Year Return
+48.13%
5 Year Return
+85.09%
10 Year Return
–
AUM
$183M
AUM Growth
+$14.6M
(+8.7%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
6.22%
Top 10 Holdings %
Top 10 Hldgs %
71.98%
Holding
67
New
–
Increased
22
Reduced
10
Closed
35
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$1.99M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.76M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$1.36M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$1.18M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.16M |
Top Sells
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Financials | 0% |
| 5 | Healthcare | 0% |
