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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
MXI icon
376
iShares Global Materials ETF
MXI
$359M
$31.6K ﹤0.01%
298
IJH icon
377
iShares Core S&P Mid-Cap ETF
IJH
$122B
$30.7K ﹤0.01%
455
IJK icon
378
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$28.3K ﹤0.01%
281
IXC icon
379
iShares Global Energy ETF
IXC
$2.51B
$27.4K ﹤0.01%
475
SOXX icon
380
iShares Semiconductor ETF
SOXX
$40.3B
$27.4K ﹤0.01%
83
EFV icon
381
iShares MSCI EAFE Value ETF
EFV
$26.8B
$26.9K ﹤0.01%
362
NTSX icon
382
WisdomTree US Efficient Core Fund
NTSX
$1.36B
$24.7K ﹤0.01%
473
+1
DJD icon
383
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$461M
$24.2K ﹤0.01%
+405
REET icon
384
iShares Global REIT ETF
REET
$4.88B
$23.8K ﹤0.01%
948
VIOG icon
385
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.03B
$21K ﹤0.01%
169
-45
KRE icon
386
State Street SPDR S&P Regional Banking ETF
KRE
$4.02B
$19.9K ﹤0.01%
+305
EMNT icon
387
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$211M
$19.3K ﹤0.01%
+195
IMCB icon
388
iShares Morningstar Mid-Cap ETF
IMCB
$1.61B
$19K ﹤0.01%
228
IVOV icon
389
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.32B
$18.1K ﹤0.01%
178
DFAS icon
390
Dimensional US Small Cap ETF
DFAS
$14.8B
$18.1K ﹤0.01%
254
PRFZ icon
391
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.77B
$13.5K ﹤0.01%
295
SPYM
392
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
$12.8K ﹤0.01%
+167
VWO icon
393
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$12.6K ﹤0.01%
234
IJR icon
394
iShares Core S&P Small-Cap ETF
IJR
$108B
$12.6K ﹤0.01%
101
TIP icon
395
iShares TIPS Bond ETF
TIP
$14.9B
$11.6K ﹤0.01%
+105
XLU icon
396
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$11.4K ﹤0.01%
248
-28
JEPI icon
397
JPMorgan Equity Premium Income ETF
JEPI
$44.7B
$11.3K ﹤0.01%
200
VTWO icon
398
Vanguard Russell 2000 ETF
VTWO
$17.1B
$9.82K ﹤0.01%
+98
VCSH icon
399
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$9.51K ﹤0.01%
+120
RSPT icon
400
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.52B
$9.05K ﹤0.01%
+200