SP

Symmetry Panoramic Global Equity Fund | SPGEX

Mutual Fund
Symmetry Panoramic Trust
Last update 2025-06-17 881 Stocks (30 new)
Value $301.00 Mil Turnover 4 %
Countries:
Symmetry Panoramic Global Equi... Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAT
Dimensional U.S. Targeted Value ETF
291,794
15,981.6
+6.57%
5.310
+0.33%
0.150
+20.39%
+1.49%
11,087.5
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
107,078
12,317.2
0%
4.090
0%
0.380
+4.18%
+8.34%
3,303.0
 
MTUM
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
51,498
11,248.7
+17.05%
3.740
+0.54%
0.070
+20.75%
+14.70%
17,399.8
 
NVDA
NVIDIA Corp
65,802
8,220.0
-4.95%
2.730
-0.15%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
AVUV
Avantis U.S. Small Cap Value ETF
81,838
7,598.7
+18.88%
2.530
+0.40%
0.050
+20.71%
-0.86%
16,734.9
 
VFVA
Vanguard U.S. Value Factor ETF
63,658
7,596.9
+14.79%
2.530
+0.33%
1.250
+20.37%
+4.65%
593.8
 
USMV
iShares MSCI USA Min Vol Factor ETF
76,000
7,187.3
+5.56%
2.390
+0.13%
0.030
+3.43%
+5.18%
23,583.0
 
AAPL
Apple Inc
27,753
6,711.8
-1.12%
2.230
-0.02%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
MSFT
Microsoft Corp
16,745
6,647.6
-1.17%
2.210
-0.03%
0.000
+29.81%
+19.87%
3,740,948.0
Software
META
Meta Platforms Inc
8,181
5,466.5
+2.44%
1.820
+0.04%
0.000
+32.10%
+22.75%
1,804,054.9
Interactive Media

Symmetry Panoramic Global Equity Fund's Historical Top Holdings Breakdowns

Symmetry Panoramic Global Equity Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MTUM
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
2025-02-28
Add
Add
+0.54%
205.19 ($216.4) 229.48
$236.25
9.17%
Add 17.05%
51,498
7,500
AVUV
Avantis U.S. Small Cap Value ETF
2025-02-28
Add
Add
+0.40%
92.16 ($98.39) 105.73
$94.88
-3.57%
Add 18.88%
81,838
13,000
DFAT
Dimensional U.S. Targeted Value ETF
2025-02-28
Add
Add
+0.33%
54.37 ($57.05) 60.75
$56.06
-1.74%
Add 6.57%
291,794
18,000
VFVA
Vanguard U.S. Value Factor ETF
2025-02-28
Add
Add
+0.33%
117.2 ($121.88) 128.96
$122.36
0.39%
Add 14.79%
63,658
8,200
TOL
Toll Brothers Inc
2025-02-28
Reduce
Reduce
-0.27%
110.55 ($131.52) 165.17
$120.78
-8.17%
Reduce -66.24%
2,595
-5,091
APP
AppLovin Corp
2025-02-28
Reduce
Reduce
-0.16%
313.07 ($361.43) 510.13
$335.10
-7.28%
Reduce -34.73%
2,738
-1,457
NVDA
NVIDIA Corp
2025-02-28
Reduce
Reduce
-0.15%
116.66 ($134.61) 149.43
$164.92
22.52%
Reduce -4.95%
65,802
-3,425
VFMO
Vanguard U.S. Momentum Factor ETF
2025-02-28
Add
Add
+0.14%
161.96 ($170.72) 178.14
$171.34
0.36%
Add 8.32%
32,562
2,500
USMV
iShares MSCI USA Min Vol Factor ETF
2025-02-28
Add
Add
+0.13%
87.68 ($91.5) 94.57
$92.74
1.36%
Add 5.56%
76,000
4,000
OSL:TEL
Telenor ASA
2025-02-28
New Buy
New Buy
+0.13%
125.3 (kr133.27) 145.8
kr156.30
17.28%
New holding
30,720
30,720

Symmetry Panoramic Global Equity Fund Total Holding History ($B)

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Symmetry Panoramic Global Equity Fund's Asset Allocation

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Symmetry Panoramic Global Equity Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Symmetry Panoramic Global Equity Fund's Hypothetical Growth since 2025-02-28

Symmetry Panoramic Global Equity Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Symmetry Panoramic Global Equity Fund's Holdings Heat Map

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