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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
SPYG icon
401
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.7B
$7.93K ﹤0.01%
+81
SMMV icon
402
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$284M
$7.63K ﹤0.01%
175
CGCP icon
403
Capital Group Core Plus Income ETF
CGCP
$7.88B
$7.55K ﹤0.01%
338
EEM icon
404
iShares MSCI Emerging Markets ETF
EEM
$30.1B
$5.68K ﹤0.01%
+100
XMHQ icon
405
Invesco S&P MidCap Quality ETF
XMHQ
$5.36B
$4.45K ﹤0.01%
+43
VCIT icon
406
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$4.3K ﹤0.01%
+52
MBB icon
407
iShares MBS ETF
MBB
$38.6B
$2.66K ﹤0.01%
+28
PFF icon
408
iShares Preferred and Income Securities ETF
PFF
$13.6B
$2.27K ﹤0.01%
+75
SCZ icon
409
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.6B
$1.96K ﹤0.01%
25
VNQI icon
410
Vanguard Global ex-US Real Estate ETF
VNQI
$3.45B
$1.56K ﹤0.01%
35
IYH icon
411
iShares US Healthcare ETF
IYH
$3.08B
$1.54K ﹤0.01%
25
SPSB icon
412
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$1.26K ﹤0.01%
+42
GAB.RT
413
DELISTED
The Gabelli Equity Trust Rights (expiring April 14 2026)
GAB.RT
$119 ﹤0.01%
+16,990
ADSK icon
414
Autodesk
ADSK
$41.7B
– –
-948
ADT icon
415
ADT
ADT
$5.17B
– –
-19,410
ALNY icon
416
Alnylam Pharmaceuticals
ALNY
$37.8B
– –
-729
AMP icon
417
Ameriprise Financial
AMP
$41.2B
– –
-467
AMT icon
418
American Tower
AMT
$87.4B
– –
-1,713
AXTA icon
419
Axalta
AXTA
$7.06B
– –
-7,760
BBY icon
420
Best Buy
BBY
$16.6B
– –
-4,192
CHTR icon
421
Charter Communications
CHTR
$17.9B
– –
-960
CTAS icon
422
Cintas
CTAS
$70.5B
– –
-1,295
DASH icon
423
DoorDash
DASH
$65.4B
– –
-1,257
DFSU icon
424
Dimensional US Sustainability Core 1 ETF
DFSU
$2.16B
– –
-120
DKNG icon
425
DraftKings
DKNG
$14.5B
– –
-7,903
15 16
17
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