SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$935M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.25M
3
+$2.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.01M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.74M

Top Sells

1
+$3.93M
2
+$1.92M
3
+$1.6M
4
AMZN icon
Amazon
AMZN
+$1.44M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.24M

Sector Composition

1 Technology 6.75%
2 Financials 2.75%
3 Healthcare 2.32%
4 Consumer Discretionary 1.83%
5 Materials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LECO icon
251
Lincoln Electric
LECO
$14.2B
$262K 0.03%
1,111
+9
GSK icon
252
GSK
GSK
$107B
$261K 0.03%
+6,057
CRH icon
253
CRH
CRH
$66.8B
$259K 0.03%
+2,163
RTX icon
254
RTX Corp
RTX
$275B
$255K 0.03%
1,527
+48
EVR icon
255
Evercore
EVR
$10.6B
$252K 0.03%
+747
BCS icon
256
Barclays
BCS
$70.5B
$250K 0.03%
12,102
-5,671
BMRN icon
257
BioMarin Pharmaceuticals
BMRN
$11.3B
$249K 0.03%
+4,592
REGN icon
258
Regeneron Pharmaceuticals
REGN
$78.8B
$249K 0.03%
+442
NBIX icon
259
Neurocrine Biosciences
NBIX
$13B
$247K 0.03%
+1,758
WM icon
260
Waste Management
WM
$96.2B
$246K 0.03%
1,115
-217
AXS icon
261
AXIS Capital
AXS
$7.46B
$246K 0.03%
2,566
-357
NTRS icon
262
Northern Trust
NTRS
$25.4B
$245K 0.03%
1,817
+56
DFEM icon
263
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$7.6B
$243K 0.03%
7,590
+3
ADP icon
264
Automatic Data Processing
ADP
$84B
$242K 0.03%
824
-34
MDB icon
265
MongoDB
MDB
$21B
$240K 0.03%
+774
TJX icon
266
TJX Companies
TJX
$173B
$240K 0.03%
+1,660
THC icon
267
Tenet Healthcare
THC
$19.8B
$239K 0.03%
1,178
+20
BIIB icon
268
Biogen
BIIB
$26.6B
$237K 0.03%
+1,695
ABNB icon
269
Airbnb
ABNB
$75.7B
$237K 0.03%
1,953
+91
BK icon
270
Bank of New York Mellon
BK
$80B
$237K 0.03%
+2,175
TXT icon
271
Textron
TXT
$15.9B
$236K 0.03%
2,798
+51
VLY icon
272
Valley National Bancorp
VLY
$6.53B
$236K 0.03%
22,261
+81
ETR icon
273
Entergy
ETR
$47.8B
$236K 0.03%
2,528
+32
BDX icon
274
Becton Dickinson
BDX
$45.3B
$235K 0.03%
+1,257
WAB icon
275
Wabtec
WAB
$40.4B
$235K 0.03%
1,173
9 10
11
12 13