SMOMSymmetry Panoramic Sector Momentum ETF

Grow my moneyNewRanked #2,038 of 2,960 in this goal

Seeks long-term capital appreciation.

By Symmetry Partners · Launched 2025

Annual Cost

0.63%

#3,206 of 5,562 · average

Fund Size

$66M

#3,319 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

9 months

#4,732 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,918+9.2%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Factor

Momentum

What it actually holds

By weight

Concentration

Top 6 holdings = 99.7% of fund✓ diversified through underlying funds

THE SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund

33.8%

State Street Communication Services Select Sector SPDR ETF

22.6%

State Street Consumer Discretionary Select Sector SPDR ETF

21.9%

State Street Industrial Select Sector SPDR ETF

10.7%

Utilities Select Sector SPDR Fund

5.5%

State Street Financial Select Sector SPDR ETF

5.2%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Technology

26.9%

Energy

22.4%

Industrials

14.8%

Basic Materials

13.5%

Consumer Defensive

10.2%

Communication

5.2%

Healthcare

5.0%

Consumer Cyclical

2.1%

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

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Actively managed ETF that allocates assets primarily among sector-focused ETFs and individual stocks in the U.S. large-cap universe. Utilizes a proprietary model to capture positive momentum in equity sectors.
Inception date: September 9, 2025
Fund family: Symmetry Partners