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
$973M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.03M
3
+$1.5M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$992K

Top Sells

1
+$3.26M
2
+$1.59M
3
+$723K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$543K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$456K

Sector Composition

1 Technology 6.69%
2 Financials 2.78%
3 Healthcare 2.66%
4 Consumer Discretionary 1.96%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJH icon
376
iShares Core S&P Mid-Cap ETF
IJH
$104B
$30K ﹤0.01%
455
-2,930
MXI icon
377
iShares Global Materials ETF
MXI
$349M
$28.8K ﹤0.01%
298
+2
IJK icon
378
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.29B
$27.2K ﹤0.01%
281
+81
GRAB icon
379
Grab
GRAB
$15.2B
$27.2K ﹤0.01%
5,441
-21
VFH icon
380
Vanguard Financials ETF
VFH
$12.1B
$26.2K ﹤0.01%
196
-703
VIOG icon
381
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$834M
$26K ﹤0.01%
214
+76
NTSX icon
382
WisdomTree US Efficient Core Fund
NTSX
$1.23B
$25.9K ﹤0.01%
472
+1
EFV icon
383
iShares MSCI EAFE Value ETF
EFV
$28.7B
$25.9K ﹤0.01%
+362
SOXX icon
384
iShares Semiconductor ETF
SOXX
$21B
$25.1K ﹤0.01%
83
REET icon
385
iShares Global REIT ETF
REET
$4.58B
$23.7K ﹤0.01%
948
IMCG icon
386
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.12B
$22.5K ﹤0.01%
+282
FTEC icon
387
Fidelity MSCI Information Technology Index ETF
FTEC
$15.4B
$22.5K ﹤0.01%
+100
XLC icon
388
State Street Communication Services Select Sector SPDR ETF
XLC
$25.9B
$20.6K ﹤0.01%
175
-907
IXC icon
389
iShares Global Energy ETF
IXC
$2.32B
$19.9K ﹤0.01%
475
-152
FSTA icon
390
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.45B
$19.4K ﹤0.01%
+395
IMCB icon
391
iShares Morningstar Mid-Cap ETF
IMCB
$1.43B
$18.9K ﹤0.01%
228
IVOV icon
392
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.16B
$18K ﹤0.01%
178
DFAS icon
393
Dimensional US Small Cap ETF
DFAS
$12.5B
$17.7K ﹤0.01%
254
DFSB icon
394
Dimensional Global Sustainability Fixed Income ETF
DFSB
$634M
$15.5K ﹤0.01%
299
PRFZ icon
395
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.56B
$13.5K ﹤0.01%
+295
VWO icon
396
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$12.6K ﹤0.01%
234
-5
IJR icon
397
iShares Core S&P Small-Cap ETF
IJR
$90B
$12.1K ﹤0.01%
101
-869
XLU icon
398
State Street Utilities Select Sector SPDR ETF
XLU
$24.7B
$11.8K ﹤0.01%
276
JEPI icon
399
JPMorgan Equity Premium Income ETF
JEPI
$43.1B
$11.4K ﹤0.01%
200
CGCP icon
400
Capital Group Core Plus Income ETF
CGCP
$7.12B
$7.65K ﹤0.01%
+338
14 15
16
17 18