SP
Symmetry Partners Portfolio holdings
AUM
$918M
1-Year Est. Return
11.23%
1 Year Est. Return
+11.23%
AUM
$918M
AUM Growth
+$106M
(+13%)
Holding
179
Top Buys
| 1 | +$5.55M | |
| 2 | +$3.93M | |
| 3 | +$3.76M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$3.24M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$3.18M |
Top Sells
| 1 | +$3.47M | |
| 2 | +$2.62M | |
| 3 | +$2.6M | |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
+$1.79M |
| 5 |
Apple
AAPL
|
+$1.63M |
Sector Composition
| 1 | Technology | 4.92% |
| 2 | Healthcare | 1.03% |
| 3 | Consumer Discretionary | 1.01% |
| 4 | Communication Services | 0.99% |
| 5 | Consumer Staples | 0.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Energy Select Sector SPDR Fund
XLE
$25.8B
| – | – |
-30,681
|
|
||
177
Lockheed Martin
LMT
$116B
| – | – |
-439
|
|
||
178
Ameren
AEE
$28.5B
| – | – |
-3,265
|
|