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 Buys

1
+$2.78M
2
+$2.3M
3
+$1.42M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.15M

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
WMT icon
26
Walmart
WMT
$837B
$2.55M 0.29%
26,113
+2,951
AGG icon
27
iShares Core US Aggregate Bond ETF
AGG
$133B
$2.38M 0.27%
23,943
-109,205
SPDW icon
28
SPDR Portfolio Developed World ex-US ETF
SPDW
$31.1B
$2.3M 0.26%
+56,802
SPY icon
29
SPDR S&P 500 ETF Trust
SPY
$679B
$1.99M 0.22%
3,227
+686
COST icon
30
Costco
COST
$412B
$1.93M 0.22%
1,951
+156
JPIB icon
31
JPMorgan International Bond Opportunities ETF
JPIB
$1.19B
$1.84M 0.21%
37,922
+4,136
GE icon
32
GE Aerospace
GE
$327B
$1.82M 0.2%
7,084
+620
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$3.23T
$1.82M 0.2%
10,302
+834
ACWI icon
34
iShares MSCI ACWI ETF
ACWI
$23.5B
$1.74M 0.2%
13,552
-1,555
ESGU icon
35
iShares ESG Aware MSCI USA ETF
ESGU
$15.3B
$1.73M 0.19%
12,785
ABBV icon
36
AbbVie
ABBV
$403B
$1.44M 0.16%
7,750
+1,479
ORCL icon
37
Oracle
ORCL
$805B
$1.44M 0.16%
6,574
+2,690
INTU icon
38
Intuit
INTU
$190B
$1.4M 0.16%
1,781
-22
NOW icon
39
ServiceNow
NOW
$196B
$1.39M 0.16%
1,350
-159
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.05T
$1.37M 0.15%
2,820
+206
JNJ icon
41
Johnson & Johnson
JNJ
$458B
$1.32M 0.15%
8,612
-947
TSLA icon
42
Tesla
TSLA
$1.52T
$1.3M 0.15%
4,104
+1,213
VGT icon
43
Vanguard Information Technology ETF
VGT
$113B
$1.29M 0.14%
1,951
SCHD icon
44
Schwab US Dividend Equity ETF
SCHD
$70.8B
$1.25M 0.14%
47,268
ISRG icon
45
Intuitive Surgical
ISRG
$194B
$1.24M 0.14%
2,288
+27
MINT icon
46
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$1.24M 0.14%
12,327
+2,943
LKFN icon
47
Lakeland Financial Corp
LKFN
$1.55B
$1.22M 0.14%
19,796
+148
CORP icon
48
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.36B
$1.2M 0.13%
+12,343
NSC icon
49
Norfolk Southern
NSC
$63.2B
$1.17M 0.13%
4,575
+500
IWS icon
50
iShares Russell Mid-Cap Value ETF
IWS
$14.2B
$1.16M 0.13%
8,803
+7,140
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