ETF overview
This actively managed, rules-based Exchange Traded Fund (ETF) is designed to generate significant long-term capital growth. It achieves this by systematically reallocating its investments among various U.S. equity market segments. The fund identifies leading sectors through the analysis of comparative momentum signals and then dynamically adjusts its holdings across all eleven industry groups that comprise the S&P 500. This investment approach is grounded in rigorous, evidence-based research, seeking to capitalize on prevailing trends in sector leadership.
Fund facts
- Expense ratio
- 0.63%
- Fund assets
- 75.28M USD (all share classes)
- Issuer
- Symmetry Panoramic
- Inception date
- Sep 9, 2025
- Number of holdings
- 6
Breakdown
Holdings (6)
| Name | Ticker | Weight |
|---|---|---|
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | 31.09% |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | XLE | 24.67% |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | XLV | 23.31% |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | XLF | 10.90% |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | XLRE | 5.20% |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | XLI | 4.94% |
Similar ETFs
- THOR Equal Weight Low Volatility ETFTHLV · Overlap 51% · Expense ratio 0.64%
- ETC Cabana Target Drawdown 10 ETFTDSC · Overlap 40% · Expense ratio 0.17%
- Fairlead Tactical Sector ETFTACK · Overlap 38% · Expense ratio 0.69%
- RH Tactical Rotation ETFRHRX · Overlap 35% · Expense ratio 1.38%
- ETC Cabana Target Leading Sector Moderate ETFCLSM · Overlap 31% · Expense ratio 0.13%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.63%
- Fund assets
- 75.28M USD (all share classes)
- Issuer
- Symmetry Panoramic
- Inception date
- Sep 9, 2025
- Number of holdings
- 6
| Name | Ticker | Weight |
|---|---|---|
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | 31.09% |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | XLE | 24.67% |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | XLV | 23.31% |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | XLF | 10.90% |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | XLRE | 5.20% |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | XLI | 4.94% |
This actively managed, rules-based Exchange Traded Fund (ETF) is designed to generate significant long-term capital growth. It achieves this by systematically reallocating its investments among various U.S. equity market segments. The fund identifies leading sectors through the analysis of comparative momentum signals and then dynamically adjusts its holdings across all eleven industry groups that comprise the S&P 500. This investment approach is grounded in rigorous, evidence-based research, seeking to capitalize on prevailing trends in sector leadership.
- THOR Equal Weight Low Volatility ETFTHLV · Overlap 51% · Expense ratio 0.64%
- ETC Cabana Target Drawdown 10 ETFTDSC · Overlap 40% · Expense ratio 0.17%
- Fairlead Tactical Sector ETFTACK · Overlap 38% · Expense ratio 0.69%
- RH Tactical Rotation ETFRHRX · Overlap 35% · Expense ratio 1.38%
- ETC Cabana Target Leading Sector Moderate ETFCLSM · Overlap 31% · Expense ratio 0.13%
Overlap is the share of assets the two funds hold in common.
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