SP
| |
Symmetry Panoramic Municipal Fixed Income Fund | SPMFXMutual Fund | |
| Symmetry Panoramic Trust | |
| Last update 2025-06-17 | 6 Stocks (3 new) |
| Value $27.00 Mil | Turnover 79 % |
Symmetry Panoramic Municipal F... Top Holdings of 2025-02-28
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUB | iShares National Muni Bond ETF | 78,965 | 8,503.0 | +365.46% | 31.180 | +24.48% | 0.020 | -1.45% | -2.14% | 38,518.5 | ||
DFNM |
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
| 151,000 | 7,281.2 | New Holding | 26.700 | +26.70% | 0.460 | -0.88% | -0.63% | 1,566.5 | ||
SCMB | Schwab Municipal Bond ETF | 154,000 | 3,997.8 | New Holding | 14.660 | +14.66% | 0.190 | -1.80% | -2.30% | 2,034.8 | ||
VTEI |
Vanguard Intermediate-Term Tax-Exempt Bond ETF
Vanguard Intermediate-Term Tax-Exempt Bond ETF
| 36,300 | 3,648.2 | New Holding | 13.380 | +13.38% | 0.670 | -0.88% | -0.98% | 529.7 | ||
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 34,144 | 3,623.4 | -11.03% | 13.290 | -4.66% | 0.040 | +0.43% | +0.75% | 9,925.4 | ||
VTEB | Vanguard Tax-Exempt Bond ETF | 4,317 | 218.7 | -94.06% | 0.800 | -36.32% | 0.000 | -1.71% | -2.35% | 35,799.5 |
Symmetry Panoramic Municipal Fixed Income Fund's Historical Top Holdings Breakdowns
Symmetry Panoramic Municipal Fixed Income Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-02-28 | Reduce Reduce | -36.32% | 49.54 ($50.27) 51.08 | $48.95 | -2.63% | Reduce -94.06% | 4,317 | -68,379 | |
DFNM |
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
| 2025-02-28 | New Buy New Buy | +26.70% | 47.59 ($47.97) 48.44 | $47.47 | -1.04% | New holding | 151,000 | 151,000 | |
MUB | iShares National Muni Bond ETF | 2025-02-28 | Add Add | +24.48% | 105.35 ($106.84) 108.56 | $104.27 | -2.41% | Add 365.46% | 78,965 | 62,000 | |
SCMB | Schwab Municipal Bond ETF | 2025-02-28 | New Buy New Buy | +14.66% | 25.42 ($25.77) 26.16 | $25.09 | -2.64% | New holding | 154,000 | 154,000 | |
VTEI |
Vanguard Intermediate-Term Tax-Exempt Bond ETF
Vanguard Intermediate-Term Tax-Exempt Bond ETF
| 2025-02-28 | New Buy New Buy | +13.38% | 98.7 ($99.75) 100.76 | $98.42 | -1.33% | New holding | 36,300 | 36,300 | |
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 2025-02-28 | Reduce Reduce | -4.66% | 104.94 ($105.66) 106.24 | $106.27 | 0.58% | Reduce -11.03% | 34,144 | -4,232 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2024-11-30 | Add Add | +1.10% | 49.81 ($50.71) 51.15 | $48.95 | -3.47% | Add 2.92% | 72,696 | 2,063 | |
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 2024-11-30 | Add Add | +1.09% | 105.08 ($105.79) 106.3 | $106.27 | 0.45% | Add 2.65% | 38,376 | 989 | |
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 2024-08-31 | Reduce Reduce | -3.19% | 104.04 ($105.03) 105.89 | $106.27 | 1.18% | Reduce -7.52% | 37,387 | -3,040 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2024-08-31 | Reduce Reduce | -3.07% | 49.67 ($50.42) 50.97 | $48.95 | -2.92% | Reduce -7.98% | 70,633 | -6,129 |
Symmetry Panoramic Municipal Fixed Income Fund Total Holding History ($B)
Symmetry Panoramic Municipal Fixed Income Fund's Asset Allocation
Symmetry Panoramic Municipal Fixed Income Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Symmetry Panoramic Municipal Fixed Income Fund's Hypothetical Growth since 2025-02-28
Symmetry Panoramic Municipal Fixed Income Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Symmetry Panoramic Municipal Fixed Income Fund's Holdings Heat Map
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Symmetry Panoramic Municipal Fixed Income Fund's Holdings Bubble Chart
Symmetry Panoramic Municipal Fixed Income Fund News
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