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
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
| – | – |
-173
|
|
||
452
STMicroelectronics
STM
$29.1B
| – | – |
-7,126
|
|
||
453
Texas Instruments
TXN
$174B
| – | – |
-1,499
|
|
||
454
iShares Core US REIT ETF
USRT
$3.58B
| – | – |
-45
|
|
||
455
Workday
WDAY
$34.6B
| – | – |
-1,202
|
|
||
456
Wingstop
WING
$5.49B
| – | – |
-891
|
|
||
457
Invesco S&P MidCap Momentum ETF
XMMO
$5.43B
| – | – |
0
|
|
||
458
Zimmer Biomet
ZBH
$18.2B
| – | – |
-2,349
|
|
||
|
GTM
459
ZoomInfo Technologies
GTM
$1.76B
| – | – |
-11,051
|
|