Asset Manager
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Symetra Investment Management Co
308 FARMINGTON AVE, FARMINGTON, CT 06032 • 860-370-7011
Market Value
$382K
-6.1%
Holdings
5
New Purchases
0
Added To
1
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SRLN | 17.04% | 35.95% | -18.92% | $65K |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 100.0% |
| Basic Materials | 0.0% |
| Energy | 0.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $317K | 83.0% |
| Large Cap | 2 | $9 | 0.0% |
| Mid Cap | 1 | $65K | 17.0% |
| Micro Cap | 1 | $2 | 0.0% |
Portfolio Analytics
Avg Market Cap
$134.4B
Median Market Cap
$16.2B
Avg P/E
17.6
Median P/E
17.6
Avg Dividend Yield
0.03%
Avg Beta
0.39
# Stocks
2
# ETFs / Funds
3