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SP

Symmetry Partners Portfolio holdings

AUM $1.75B
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$13.5M
3
+$10.9M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$10.4M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.47M

Top Sells

1
+$12.4M
2
+$9.77M
3
+$6.4M
4
AAPL icon
Apple
AAPL
+$3.51M
5
AMGN icon
Amgen
AMGN
+$1.98M

Sector Composition

1 Technology 5.54%
2 Healthcare 4.26%
3 Industrials 3.76%
4 Financials 3.59%
5 Energy 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-679
552
– –
-7,947
553
– –
-2,975
554
– –
-7,039
555
– –
-4,851
556
– –
-15,999
557
– –
-165,754
558
– –
-2,440
559
– –
-1,045
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