SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$935M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.33M
3
+$2.98M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.07M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.78M

Top Sells

1
+$4.21M
2
+$2M
3
+$1.58M
4
AMZN icon
Amazon
AMZN
+$1.4M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.24M

Sector Composition

1 Technology 6.75%
2 Financials 2.75%
3 Healthcare 2.32%
4 Consumer Discretionary 1.83%
5 Materials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPDW icon
26
SPDR Portfolio Developed World ex-US ETF
SPDW
$33.2B
$2.96M 0.32%
69,153
+12,351
AGG icon
27
iShares Core US Aggregate Bond ETF
AGG
$134B
$2.74M 0.29%
27,315
+3,372
WMT icon
28
Walmart Inc. Common Stock
WMT
$925B
$2.63M 0.28%
25,534
-579
MA icon
29
Mastercard
MA
$515B
$2.33M 0.25%
4,097
-574
SPY icon
30
SPDR S&P 500 ETF Trust
SPY
$701B
$2.15M 0.23%
3,221
-6
ESGU icon
31
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$2.12M 0.23%
14,593
+1,808
JPIB icon
32
JPMorgan International Bond Opportunities ETF
JPIB
$1.43B
$2.05M 0.22%
41,870
+3,948
GE icon
33
GE Aerospace
GE
$316B
$1.96M 0.21%
6,512
-572
ORCL icon
34
Oracle
ORCL
$538B
$1.94M 0.21%
6,912
+338
TSLA icon
35
Tesla
TSLA
$1.49T
$1.82M 0.19%
4,092
-12
ACWI icon
36
iShares MSCI ACWI ETF
ACWI
$24.5B
$1.79M 0.19%
12,962
-590
JNJ icon
37
Johnson & Johnson
JNJ
$507B
$1.65M 0.18%
8,918
+306
MINT icon
38
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$1.62M 0.17%
16,065
+3,738
BRK.B icon
39
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.5M 0.16%
2,977
+157
NSC icon
40
Norfolk Southern
NSC
$66.6B
$1.38M 0.15%
4,584
+9
VGT icon
41
Vanguard Information Technology ETF
VGT
$113B
$1.36M 0.15%
1,816
-135
GLD icon
42
SPDR Gold Trust
GLD
$145B
$1.29M 0.14%
3,625
+2,000
LKFN icon
43
Lakeland Financial Corp
LKFN
$1.51B
$1.27M 0.14%
19,814
+18
SCHD icon
44
Schwab US Dividend Equity ETF
SCHD
$71.4B
$1.25M 0.13%
45,873
-1,395
COST icon
45
Costco
COST
$387B
$1.24M 0.13%
1,336
-615
V icon
46
Visa
V
$671B
$1.18M 0.13%
3,467
+301
XOM icon
47
Exxon Mobil
XOM
$502B
$1.18M 0.13%
10,433
+478
APH icon
48
Amphenol
APH
$160B
$1.15M 0.12%
9,266
+82
BKNG icon
49
Booking.com
BKNG
$172B
$1.07M 0.11%
198
-1
PEP icon
50
PepsiCo
PEP
$204B
$1.06M 0.11%
7,581
-69
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