SP
Symmetry Partners Portfolio holdings
AUM
$813M
This Quarter Return
+2.85%
1 Year Return
+11.36%
3 Year Return
+48.13%
5 Year Return
+85.09%
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
(+7.1%)
Cap. Flow
+$7.92M
Cap. Flow
% of AUM
4.04%
Top 10 Holdings %
Top 10 Hldgs %
71.66%
Holding
32
New
–
Increased
21
Reduced
10
Closed
1
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$2.27M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$1.52M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.51M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$512K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$484K |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$292K |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$227K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$215K |
| 4 |
SPDR S&P Emerging Markets Small Cap ETF
EWX
|
$213K |
| 5 |
Vanguard Value ETF
VTV
|
$197K |
