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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
$183M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.75M
3
+$1.37M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.18M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.16M

Top Sells

1
+$416K
2
+$266K
3
+$224K
4
GWX icon
State Street SPDR S&P International Small Cap ETF
GWX
+$166K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$163K

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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