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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
USB icon
276
US Bancorp
USB
$91.8B
$236K 0.02%
4,544
+282
IQV icon
277
IQVIA
IQV
$30.3B
$235K 0.02%
1,377
-275
TSN icon
278
Tyson Foods
TSN
$20.2B
$235K 0.02%
+3,662
DD icon
279
DuPont de Nemours
DD
$19.5B
$235K 0.02%
+5,120
LNC icon
280
Lincoln National
LNC
$7.13B
$234K 0.02%
6,588
-124
ANF icon
281
Abercrombie & Fitch
ANF
$4.02B
$231K 0.02%
2,528
+808
EVR icon
282
Evercore
EVR
$13.8B
$231K 0.02%
773
+14
XLY icon
283
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$230K 0.02%
2,106
-230
ET icon
284
Energy Transfer Partners
ET
$65.6B
$229K 0.02%
11,873
-3,468
RBLX icon
285
Roblox
RBLX
$31B
$228K 0.02%
4,029
-3,598
DELL icon
286
Dell
DELL
$256B
$226K 0.02%
+1,379
ISRG icon
287
Intuitive Surgical
ISRG
$146B
$225K 0.02%
489
+126
OXY icon
288
Occidental Petroleum
OXY
$56.2B
$225K 0.02%
+3,455
DHI icon
289
D.R. Horton
DHI
$43.7B
$225K 0.02%
1,636
-459
MPC icon
290
Marathon Petroleum
MPC
$76.9B
$223K 0.02%
+912
MLI icon
291
Mueller Industries
MLI
$15.3B
$222K 0.02%
+2,007
PGR icon
292
Progressive
PGR
$119B
$222K 0.02%
1,121
-764
HBAN icon
293
Huntington Bancshares
HBAN
$35.5B
$221K 0.02%
14,146
-4,041
DOV icon
294
Dover
DOV
$29.3B
$221K 0.02%
1,061
+36
NET icon
295
Cloudflare
NET
$81.1B
$220K 0.02%
+1,067
TW icon
296
Tradeweb Markets
TW
$21.6B
$220K 0.02%
+1,870
MCK icon
297
McKesson
MCK
$94.2B
$219K 0.02%
253
BSX icon
298
Boston Scientific
BSX
$69.7B
$217K 0.02%
+3,456
FHN icon
299
First Horizon
FHN
$11.9B
$216K 0.02%
9,492
+45
SONY icon
300
Sony
SONY
$121B
$215K 0.02%
10,388
-2,075
10 11
12
13 14