Long-term investor
Financial Symmetry Inc. @financialsymmetryinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002004843).
Record
- Tracked since 2025-06-30 (448 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days +2.5% · 6 months n/a · 1 year +22.8% · all +22.8%
- Max drawdown n/a · win rate 43% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 26.3% · long · since 2025-06-30
- 25434V880 · 19.7% · long · since 2025-06-30
- 25434V732 · 5.7% · long · since 2025-06-30
- 25434V799 · 5.7% · long · since 2025-06-30
- 25434V872 · 4.9% · long · since 2025-06-30
- 025072703 · 4.3% · long · since 2025-06-30
- 025072885 · 3.5% · long · since 2025-06-30
- 922042742 · 3.4% · long · since 2025-06-30
- 25434V591 · 3.3% · long · since 2025-06-30
- 25434V781 · 3.1% · long · since 2025-06-30
- 025072604 · 2.1% · long · since 2025-06-30
- 921909768 · 1.7% · long · since 2025-06-30