SP
| |
Symmetry Panoramic Global Equity Fund | SPGEXMutual Fund | |
| Symmetry Panoramic Trust | |
| Last update 2025-06-17 | 881 Stocks (30 new) |
| Value $301.00 Mil | Turnover 4 % |
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 | +22.85% | +2.52% | 11,200.2 | ||
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 | +6.63% | +9.10% | 3,326.1 | ||
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 | +23.20% | +15.36% | 17,499.9 | ||
NVDA | NVIDIA Corp | 65,802 | 8,220.0 | -4.95% | 2.730 | -0.15% | 0.000 | +52.56% | +22.22% | 4,001,998.1 | Semiconductors | |
AVUV | Avantis U.S. Small Cap Value ETF | 81,838 | 7,598.7 | +18.88% | 2.530 | +0.40% | 0.050 | +23.57% | +0.11% | 16,899.0 | ||
VFVA | Vanguard U.S. Value Factor ETF | 63,658 | 7,596.9 | +14.79% | 2.530 | +0.33% | 1.250 | +23.33% | +5.97% | 601.3 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 76,000 | 7,187.3 | +5.56% | 2.390 | +0.13% | 0.030 | +5.82% | +5.99% | 23,763.6 | ||
AAPL | Apple Inc | 27,753 | 6,711.8 | -1.12% | 2.230 | -0.02% | 0.000 | +11.71% | -14.96% | 3,172,937.0 | Hardware | |
MSFT | Microsoft Corp | 16,745 | 6,647.6 | -1.17% | 2.210 | -0.03% | 0.000 | +31.74% | +19.43% | 3,727,272.1 | Software | |
META | Meta Platforms Inc | 8,181 | 5,466.5 | +2.44% | 1.820 | +0.04% | 0.000 | +33.23% | +24.41% | 1,828,519.4 | 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 | $237.61 | 9.80% | 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 | $95.81 | -2.62% | 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 | $56.63 | -0.74% | 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 | $123.90 | 1.66% | Add 14.79% | 63,658 | 8,200 | |
TOL | Toll Brothers Inc | 2025-02-28 | Reduce Reduce | -0.27% | 110.55 ($131.52) 165.17 | $122.63 | -6.76% | Reduce -66.24% | 2,595 | -5,091 | |
APP | AppLovin Corp | 2025-02-28 | Reduce Reduce | -0.16% | 313.07 ($361.43) 510.13 | $346.32 | -4.18% | Reduce -34.73% | 2,738 | -1,457 | |
NVDA | NVIDIA Corp | 2025-02-28 | Reduce Reduce | -0.15% | 116.66 ($134.61) 149.43 | $164.10 | 21.91% | 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 | $173.25 | 1.48% | 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 | $93.45 | 2.13% | Add 5.56% | 76,000 | 4,000 | |
OSL:TEL | Telenor ASA | 2025-02-28 | New Buy New Buy | +0.13% | 125.3 (kr133.27) 145.8 | kr156.30 | 17.28% | New holding | 30,720 | 30,720 |
Symmetry Panoramic Global Equity Fund Total Holding History ($B)
Symmetry Panoramic Global Equity Fund's Asset Allocation
Symmetry Panoramic Global Equity Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
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
Size field:
Symmetry Panoramic Global Equity Fund's Holdings Bubble Chart
Symmetry Panoramic Global Equity Fund News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers