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
$1.69B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.76M
3
+$7.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.95M
5
BND icon
Vanguard Total Bond Market
BND
+$6.9M

Top Sells

1
+$5.58M
2
+$3.67M
3
+$3.11M
4
KMB icon
Kimberly-Clark
KMB
+$2.26M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.92M

Sector Composition

1 Technology 5.35%
2 Healthcare 5.02%
3 Financials 3.77%
4 Industrials 3.54%
5 Energy 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$232K 0.01%
1,435
502
$231K 0.01%
595
503
$228K 0.01%
4,908
504
$227K 0.01%
+2,438
505
$223K 0.01%
1,449
506
$219K 0.01%
+3,097
507
$218K 0.01%
4,319
508
$217K 0.01%
3,932
509
$216K 0.01%
20,292
+75
510
$216K 0.01%
+1,905
511
$215K 0.01%
+888
512
$214K 0.01%
+3,134
513
$213K 0.01%
+3,446
514
$213K 0.01%
+1,882
515
$213K 0.01%
+9,173
516
$209K 0.01%
+3,584
517
$209K 0.01%
+2,950
518
$205K 0.01%
+5,623
519
$205K 0.01%
8,593
520
$204K 0.01%
6,722
521
$204K 0.01%
+1,692
522
$204K 0.01%
+4,242
523
$204K 0.01%
+4,028
524
$204K 0.01%
+1,102
525
$202K 0.01%
3,075
-8,447
19 20
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