SFC

SYM Financial Corp Portfolio holdings

AUM $893M
1-Year Est. Return 14%
This Quarter Est. Return
1 Year Est. Return
+14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Sells

1 +$10.8M
2 +$1.96M
3 +$1.24M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$605K
5
PANW icon
Palo Alto Networks
PANW
+$571K

Sector Composition

1 Technology 7.39%
2 Financials 2.73%
3 Healthcare 2.56%
4 Consumer Discretionary 2.16%
5 Materials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FIDU icon
376
Fidelity MSCI Industrials Index ETF
FIDU
$1.56B
$28.3K ﹤0.01%
+365
SCHA icon
377
Schwab U.S Small- Cap ETF
SCHA
$21B
$27.8K ﹤0.01%
+1,098
MXI icon
378
iShares Global Materials ETF
MXI
$229M
$25.3K ﹤0.01%
296
+4
IXC icon
379
iShares Global Energy ETF
IXC
$1.87B
$24.6K ﹤0.01%
627
NTSX icon
380
WisdomTree US Efficient Core Fund
NTSX
$1.3B
$23.5K ﹤0.01%
470
-124
REET icon
381
iShares Global REIT ETF
REET
$3.95B
$23.4K ﹤0.01%
948
-465
IXJ icon
382
iShares Global Healthcare ETF
IXJ
$4.05B
$21.3K ﹤0.01%
247
FNDC icon
383
Schwab Fundamental International Small Company Index ETF
FNDC
$3.05B
$21K ﹤0.01%
+499
FSTA icon
384
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.31B
$20.2K ﹤0.01%
+395
SOXX icon
385
iShares Semiconductor ETF
SOXX
$16.6B
$19.9K ﹤0.01%
83
FTEC icon
386
Fidelity MSCI Information Technology Index ETF
FTEC
$17B
$19.7K ﹤0.01%
+100
IJK icon
387
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.42B
$18.2K ﹤0.01%
+200
IMCB icon
388
iShares Morningstar Mid-Cap ETF
IMCB
$1.21B
$18.2K ﹤0.01%
+228
SCHC icon
389
Schwab International Small-Cap Equity ETF
SCHC
$5.42B
$17.7K ﹤0.01%
+415
IVOV icon
390
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.08B
$17K ﹤0.01%
+178
DFAS icon
391
Dimensional US Small Cap ETF
DFAS
$11.5B
$16.2K ﹤0.01%
254
IBB icon
392
iShares Biotechnology ETF
IBB
$6.28B
$16.1K ﹤0.01%
127
VIOG icon
393
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$885M
$15.8K ﹤0.01%
+138
DFSB icon
394
Dimensional Global Sustainability Fixed Income ETF
DFSB
$533M
$15.7K ﹤0.01%
299
VHT icon
395
Vanguard Health Care ETF
VHT
$16.3B
$13.3K ﹤0.01%
54
+1
VTV icon
396
Vanguard Value ETF
VTV
$149B
$11.8K ﹤0.01%
67
VWO icon
397
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$11.8K ﹤0.01%
239
XLB icon
398
Materials Select Sector SPDR Fund
XLB
$5.49B
$11.8K ﹤0.01%
134
SCHP icon
399
Schwab US TIPS ETF
SCHP
$14.5B
$11.6K ﹤0.01%
435
+404
JEPI icon
400
JPMorgan Equity Premium Income ETF
JEPI
$41.8B
$11.4K ﹤0.01%
200