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SMOMSymmetry Panoramic Sector Momentum ETF

Grow my moneyNewRanked #2,007 of 2,999 in this goal

Seeks long-term capital appreciation.

By Symmetry Partners · Launched 2025

Annual Cost

0.63%

#3,337 of 5,861 · average

Fund Size

$67M

#3,350 of 5,861 · mid-size

Return (1Y)Goal

N/A

Track Record

11 months

#4,624 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,103+11.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Factor

Momentum

What it actually holds

By weight

Concentration

Top 6 holdings = 100.0% of funddiversified through underlying funds

THE SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
32.4%
Select Sector SPDR Trust - Communication Services Select Sector SPDR Fund
28.1%
State Street Utilities Select Sector SPDR ETF
17.4%
State Street Health Care Select Sector SPDR ETF
11.1%
State Street Industrial Select Sector SPDR ETF
5.7%
State Street Cons Disc Sel Sect SPDR Income ETF
5.3%

Asset allocation

Stocks
99.6%
Cash
0.4%

By sector

Energy
24.2%
Industrials
22.3%
Technology
21.4%
Basic Materials
17.9%
Consumer Defensive
10.5%
Consumer Cyclical
3.5%
Communication
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-7.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a portfolio by allocating assets primarily among ETFs and common stocks in the U.S. large capitalization universe, focusing on sectors defined by GICS. The Adviser seeks to capture positive momentum in the Equity Sectors, which include communication services, consumer discretionary, and others.
Inception date
September 9, 2025
Fund family
Symmetry Partners

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Data updated on 2026-08-04