SFC
SYM Financial Corp Portfolio holdings
AUM
$935M
1-Year Est. Return
12.99%
1 Year Est. Return
+12.99%
AUM
$893M
AUM Growth
+$81.8M
(+10%)
Holding
452
Top Buys
| 1 | +$2.78M | |
| 2 | +$2.3M | |
| 3 | +$1.42M | |
| 4 |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
|
+$1.2M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.15M |
Top Sells
| 1 | +$10.8M | |
| 2 | +$1.96M | |
| 3 | +$1.24M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$605K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
451
Union Pacific
UNP
$132B
| – | – |
-885
|
|
||
452
UWM Holdings
UWMC
$1.3B
| – | – |
-11,640
|
|