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SFC

SYM Financial Corp Portfolio holdings

AUM $1B
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.91M
3
+$2.69M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.51M
5
URTH icon
iShares MSCI World ETF
URTH
+$984K

Top Sells

1
+$3.6M
2
+$785K
3
+$398K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$393K
5
ORCL icon
Oracle
ORCL
+$360K

Sector Composition

1 Technology 6.04%
2 Financials 2.82%
3 Materials 2.81%
4 Healthcare 2.4%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAI icon
1
Dimensional International Core Equity Market ETF
DFAI
$16.5B
$254M 25.37%
6,518,468
-90,064
NTSI icon
2
WisdomTree International Efficient Core Fund
NTSI
$499M
$107M 10.74%
2,441,302
+5,208
VOE icon
3
Vanguard Mid-Cap Value ETF
VOE
$23B
$105M 10.44%
567,194
+8,074
VTI icon
4
Vanguard Total Stock Market ETF
VTI
$649B
$88.8M 8.87%
276,653
+21,029
GOVT icon
5
iShares US Treasury Bond ETF
GOVT
$42.6B
$85.3M 8.52%
3,723,338
+169,547
SCHB icon
6
Schwab US Broad Market ETF
SCHB
$42.5B
$29.9M 2.99%
1,192,008
-221
DOW icon
7
Dow Inc
DOW
$24.5B
$23M 2.3%
551,771
+3,222
VXUS icon
8
Vanguard Total International Stock ETF
VXUS
$152B
$16M 1.6%
207,396
AAPL icon
9
Apple
AAPL
$4.28T
$13.2M 1.31%
51,834
+2,251
VIOV icon
10
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.84B
$11.9M 1.19%
116,656
-3,784
NVDA icon
11
NVIDIA
NVDA
$4.99T
$11.3M 1.13%
64,995
+1,224
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$186B
$9.8M 0.98%
108,241
VT icon
13
Vanguard Total World Stock ETF
VT
$75B
$8.94M 0.89%
64,645
+1,912
MSFT icon
14
Microsoft
MSFT
$2.86T
$7.91M 0.79%
21,370
+1,374
LLY icon
15
Eli Lilly
LLY
$1.03T
$6.79M 0.68%
7,380
+829
ACWV icon
16
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.28B
$5.76M 0.58%
48,238
+3,031
VEA icon
17
Vanguard FTSE Developed Markets ETF
VEA
$229B
$5.62M 0.56%
87,752
-2,414
DFAU icon
18
Dimensional US Core Equity Market ETF
DFAU
$12B
$5.57M 0.56%
123,478
+5,109
AMZN icon
19
Amazon
AMZN
$2.54T
$5.57M 0.56%
26,721
+1,152
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$4.42T
$5.19M 0.52%
18,062
+119
SPDW icon
21
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.6B
$5.14M 0.51%
112,579
+10,690
AVGO icon
22
Broadcom
AVGO
$1.81T
$4.46M 0.45%
14,418
+467
SCHR
23
DELISTED
Schwab Intermediately-Term US Treasury ETF
SCHR
$4.31M 0.43%
173,051
+19,144
LKFN icon
24
Lakeland Financial Corp
LKFN
$1.52B
$3.74M 0.37%
65,175
+45,863
QWLD
25
State Street SPDR MSCI World StrategicFactors ETF
QWLD
$170M
$3.36M 0.34%
23,465
-116
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