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SFC

SYM Financial Corp Portfolio holdings

AUM $1B
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.91M
3
+$2.69M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.51M
5
URTH icon
iShares MSCI World ETF
URTH
+$984K

Top Sells

1
+$3.6M
2
+$785K
3
+$398K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$393K
5
ORCL icon
Oracle
ORCL
+$360K

Sector Composition

1 Technology 6.04%
2 Financials 2.82%
3 Materials 2.81%
4 Healthcare 2.4%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
26
Walmart Inc
WMT
$956B
$3.25M 0.32%
26,148
-214
JPM icon
27
JPMorgan Chase
JPM
$856B
$3.24M 0.32%
11,029
-91
AGG icon
28
iShares Core US Aggregate Bond ETF
AGG
$137B
$3.21M 0.32%
32,347
+3,774
META icon
29
Meta Platforms (Facebook)
META
$1.45T
$3.07M 0.31%
5,369
-6
JPIB icon
30
JPMorgan International Bond Opportunities ETF
JPIB
$2.01B
$2.36M 0.24%
49,434
+5,703
SPY icon
31
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$2.21M 0.22%
3,397
+8
JNJ icon
32
Johnson & Johnson
JNJ
$577B
$2.15M 0.22%
8,803
+192
XOM icon
33
Exxon Mobil
XOM
$611B
$2.1M 0.21%
12,365
+949
ESGU icon
34
iShares ESG Aware MSCI USA ETF
ESGU
$17.3B
$2.08M 0.21%
14,726
-282
MA icon
35
Mastercard
MA
$433B
$2.04M 0.2%
4,093
+130
MINT icon
36
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.2B
$1.99M 0.2%
19,746
+2,610
GE icon
37
GE Aerospace
GE
$350B
$1.95M 0.19%
6,861
+150
TSLA icon
38
Tesla
TSLA
$1.51T
$1.78M 0.18%
4,797
+207
ACWI icon
39
iShares MSCI ACWI ETF
ACWI
$32.5B
$1.76M 0.18%
12,725
-24
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.05T
$1.69M 0.17%
3,530
+259
COST icon
41
Costco
COST
$433B
$1.63M 0.16%
1,637
+588
GLD icon
42
SPDR Gold Trust
GLD
$139B
$1.61M 0.16%
3,740
-35
SPEM icon
43
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$1.56M 0.16%
33,283
+3,038
TRGP icon
44
Targa Resources
TRGP
$58.3B
$1.53M 0.15%
6,118
+3
CSCO icon
45
Cisco
CSCO
$479B
$1.52M 0.15%
19,532
+339
GEV icon
46
GE Vernova
GEV
$251B
$1.45M 0.15%
1,664
+2
GOOG icon
47
Alphabet (Google) Class C
GOOG
$4.4T
$1.44M 0.14%
5,012
+515
APH icon
48
Amphenol
APH
$191B
$1.38M 0.14%
10,918
+1,507
MU icon
49
Micron Technology
MU
$1.13T
$1.36M 0.14%
4,018
+256
NSC icon
50
Norfolk Southern
NSC
$70.7B
$1.31M 0.13%
4,580
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