SFC
SYM Financial Corp Portfolio holdings
AUM
$973M
1-Year Est. Return
21.18%
This Fund
S&P 500
1 Year Est. Return
+21.18%
AUM
$973M
AUM Growth
+$38.6M
(+4.1%)
Holding
459
Top Buys
| 1 | +$4.35M | |
| 2 | +$2.03M | |
| 3 | +$1.5M | |
| 4 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.43M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$992K |
Top Sells
| 1 | +$3.26M | |
| 2 | +$1.59M | |
| 3 | +$723K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$543K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
451
Aegon
AEG
$12.1B
| – | – |
-11,388
|
|
||
452
Allegion
ALLE
$12.8B
| – | – |
-1,134
|
|
||
453
Amcor
AMCR
$18B
| – | – |
-2,651
|
|
||
454
Applovin
APP
$155B
| – | – |
-297
|
|
||
455
Alexandria Real Estate Equities
ARE
$7.89B
| – | – |
-4,159
|
|
||
456
Arrow Electronics
ARW
$9.53B
| – | – |
-2,181
|
|
||
457
Ashland
ASH
$2.64B
| – | – |
-4,858
|
|
||
458
Biogen
BIIB
$26.5B
| – | – |
-1,695
|
|
||
459
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.52B
| – | – |
-130
|
|