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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
IWP icon
351
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$86.6K 0.01%
676
LYG icon
352
Lloyds Banking Group
LYG
$79.9B
$84.5K 0.01%
16,794
IYW icon
353
iShares US Technology ETF
IYW
$24.4B
$82.3K 0.01%
454
SDY icon
354
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$80.7K 0.01%
+553
FNDX icon
355
Schwab Fundamental US Large Company Index ETF
FNDX
$25.8B
$80.5K 0.01%
2,889
DFIV icon
356
Dimensional International Value ETF
DFIV
$20.1B
$76.2K 0.01%
1,444
IWM icon
357
iShares Russell 2000 ETF
IWM
$81.2B
$74.2K 0.01%
299
VTWV icon
358
Vanguard Russell 2000 Value ETF
VTWV
$1.23B
$70.4K 0.01%
+421
SMLF icon
359
iShares US Small Cap Equity Factor ETF
SMLF
$4B
$70.1K 0.01%
929
+114
IWB icon
360
iShares Russell 1000 ETF
IWB
$48B
$63.3K 0.01%
178
ISCF icon
361
iShares International Small Cap Equity Factor ETF
ISCF
$644M
$63.2K 0.01%
1,513
XLF icon
362
State Street Financial Select Sector SPDR ETF
XLF
$50B
$58.4K 0.01%
1,183
IYK icon
363
iShares US Consumer Staples ETF
IYK
$1.61B
$47.8K ﹤0.01%
682
+3
VTV icon
364
Vanguard Value ETF
VTV
$184B
$44.7K ﹤0.01%
228
DFUV icon
365
Dimensional US Marketwide Value ETF
DFUV
$15.2B
$43.3K ﹤0.01%
894
BOND icon
366
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.03B
$42.6K ﹤0.01%
462
SPHQ icon
367
Invesco S&P 500 Quality ETF
SPHQ
$19.3B
$42.6K ﹤0.01%
566
+124
NWL icon
368
Newell Brands
NWL
$2.09B
$41.6K ﹤0.01%
+12,124
FNDE icon
369
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.55B
$40.8K ﹤0.01%
1,066
EFAV icon
370
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.28B
$39.6K ﹤0.01%
433
-1,679
DFSB icon
371
Dimensional Global Sustainability Fixed Income ETF
DFSB
$706M
$35.3K ﹤0.01%
682
+383
CGCB icon
372
Capital Group Core Bond ETF
CGCB
$5.24B
$34.6K ﹤0.01%
+1,316
JPIN icon
373
JPMorgan Diversified Return International Equity ETF
JPIN
$366M
$33.2K ﹤0.01%
466
ITA icon
374
iShares US Aerospace & Defense ETF
ITA
$14.2B
$32.8K ﹤0.01%
150
EFA icon
375
iShares MSCI EAFE ETF
EFA
$77.7B
$32.4K ﹤0.01%
334