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
$216M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.47M
3
+$1.28M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$916K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$749K

Top Sells

1
+$76.3K
2
+$30K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.75%
26,635
+1,824
27
$1.47M 0.68%
44,469
+4,162
28
$1.22M 0.57%
11,657
+27
29
$894K 0.41%
14,710
+868
30
$694K 0.32%
19,548
-845
31
$575K 0.27%
5,217
-692
1
2