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Symmetry Panoramic US Equity I (SPUSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.43-0.04 (-0.26%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash0.84%
Stocks99.14%
Bonds0.00%
Others0.02%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
SPUSX
Basic materials
3.00%
Consumer cyclical
11.56%
Financial services
13.52%
Property
5.29%
Consumer defensive
5.55%
Healthcare
10.91%
Utilities
1.55%
Communication services
6.73%
Energy
5.48%
Industrials
14.92%
Technology
21.50%

Equity holdings

AverageSPUSXCategory average
Price/Earnings0.050.04
Price/book0.310.21
Price/sales0.570.4
Price/Cash flow0.070.06
Median market cap73,765.57335,222.28
3-year earnings growth22.4221.25

Bond holdings

AverageSPUSXCategory average
MaturityN/AN/A
DurationN/A4.6
Credit qualityN/AN/A

Bond ratings

Sector(s)SPUSX
US government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 holdings (34.04% of total assets)

Get quotes for top holdings
NameSymbol% assets
DFA US Targeted Value IDFFVX6.07%
DFA Real Estate Securities IDFREX4.95%
iShares MSCI USA Min Vol Factor ETFUSMV4.03%
DFA US Small Cap IDFSTX3.54%
Microsoft CorpMSFT3.24%
Apple IncAAPL2.67%
iShares MSCI USA Momentum Factor ETFMTUM2.56%
NVIDIA CorpNVDA2.44%
Avantis US Small Cap Value ETFAVUV2.39%
Vanguard US Value Factor ETFVFVA2.15%