SP

Symmetry Partners Portfolio holdings

AUM $1.69B
1-Year Est. Return 14.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$7.74M
3
+$4.37M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.24M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.11M

Top Sells

1
+$9.79M
2
+$9.6M
3
+$7.5M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.88M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$5.84M

Sector Composition

1 Technology 9.36%
2 Financials 6.65%
3 Healthcare 4.79%
4 Industrials 4.5%
5 Consumer Discretionary 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
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