BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Symmetry Panoramic Tax-Managed Global Equity Fund

· Symmetry Panoramic Trust
Monthly Holdings $189M AUM 2 positions Period May 2026 Filed Jul 29, 2026 EDGAR ↗ ← All Funds
All 3 New 17 Added 2 Reduced 1 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 iShares MSCI USA Momentum Factor ETF 46432F396 Feb 2026 14,175 -500 $4.5M +20.6% 2.37% EC
2 DFA Dimensional Emerging Mkts High Proftblty ETF 25434V757 Feb 2026 48,796 -2,179 $2.1M +10.9% 1.11% EC