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SYM Financial Corp

SYM Financial Corp Portfolio holdings

AUM $1.31B Turnover 26.77%
1-Year Est. Return 18.92%
This Fund
S&P 500
This Quarter Est. Return
+0.76%
1 Year Est. Return
+18.92%
3 Year Est. Return
+64.31%
5 Year Est. Return
+55.77%
10 Year Est. Return
–
AUM
$1.31B
AUM Growth
+$69.4M
Cap. Flow
+$70.7M
Cap. Flow %
5.38%
Top 10 Hldgs %
73.92%
Holding
609
New
78
Increased
251
Reduced
125
Closed
85
Avg Time Held Equity + Options
1.9 years
Top 10 Avg Time Held Equity + Options
4 years
Top 20 Avg Time Held Equity + Options
4.1 years
Avg Time Held Equity only
1.9 years
Top 10 Avg Time Held Equity only
4 years
Top 20 Avg Time Held Equity only
4.1 years

Top Buys

Rank Stock Value
1
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$35.5M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.23M
3
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$2.1M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.93M
5
STOK icon
Stoke Therapeutics
STOK
+$1.81M

Top Sells

Rank Stock Value
1
LKFN icon
Lakeland Financial Corp
LKFN
+$486K
2
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$476K
3
EIX icon
Edison International
EIX
+$390K
4
DKNG icon
DraftKings
DKNG
+$372K
5
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$371K

Sector Composition

Rank Sector Weight
1 Miscellaneous 79.3%
2 Technology 6.87%
3 Financials 2.72%
4 Healthcare 2.47%
5 Industrials 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ACLS icon
526
Axcelis
ACLS
$2.85B
– –
-1,087
Closed -$206K –
AMH icon
527
American Homes 4 Rent
AMH
$11.3B
– –
-6,701
Closed -$225K –
AMKR icon
528
Amkor Technology
AMKR
$8.84B
– –
-4,160
Closed -$359K –
BA icon
529
Boeing
BA
$140B
– –
-1,441
Closed -$312K –
BIV icon
530
Vanguard Intermediate-Term Bond ETF
BIV
$28.7B
– –
-279
Closed -$21.4K –
BLV icon
531
Vanguard Long-Term Bond ETF
BLV
$5.55B
– –
-302
Closed -$20.8K –
BND icon
532
Vanguard Total Bond Market
BND
$165B
– –
-2,377
Closed -$174K –
BSV icon
533
Vanguard Short-Term Bond ETF
BSV
$45.7B
– –
-585
Closed -$45.6K –
BURL icon
534
Burlington
BURL
$15.1B
– –
-904
Closed -$286K –
CORP icon
535
PIMCO Investment Grade Corporate Bond Exchange-Traded Fund
CORP
$1.36B
– –
-50
Closed -$4.84K –
CRS icon
536
Carpenter Technology
CRS
$14.5B
– –
-479
Closed -$295K –
CTVA icon
537
Corteva
CTVA
$8.18B
– –
-2,448
Closed -$207K –
CUBE icon
538
CubeSmart
CUBE
$10.3B
– –
-6,544
Closed -$260K –
DGRO icon
539
iShares Core Dividend Growth ETF
DGRO
$46.1B
– –
-55
Closed -$4.17K –
DKNG icon
540
DraftKings
DKNG
$11.5B
– –
-14,721
Closed -$372K –
DOV icon
541
Dover
DOV
$28.3B
– –
-1,091
Closed -$245K –
DRN icon
542
Direxion Daily Real Estate Bull 3X ETF
DRN
$49M
– –
-120
Closed -$1.26K –
EEMA icon
543
iShares MSCI Emerging Markets Asia ETF
EEMA
$793M
– –
-81
Closed -$9.47K –
EFX icon
544
Equifax
EFX
$22.6B
– –
-1,713
Closed -$272K –
EMB icon
545
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
– –
-15
Closed -$1.45K –
ENB icon
546
Enbridge
ENB
$109B
– –
-3,705
Closed -$201K –
EWC icon
547
iShares MSCI Canada ETF
EWC
$7.69B
– –
-11
Closed -$634 –
EWW icon
548
iShares MSCI Mexico ETF
EWW
$1.6B
– –
-30
Closed -$2.26K –
FDIS icon
549
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.73B
– –
-524
Closed -$53.9K –
FHLC icon
550
Fidelity MSCI Health Care Index ETF
FHLC
$4.04B
– –
-468
Closed -$36.1K –
20 21
22
23 24

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SYM Financial Corp's Q3 2026 Portfolio in Review

As of Q3 2026, SYM Financial Corp held 609 positions worth $1.31B, up 5.6% from $1.24B the previous quarter. Its ten largest holdings account for 74% of the portfolio.

SYM Financial Corp deployed $70.7M of net new capital in Q3 2026, opening 78 new positions and adding to 251 existing holdings. Its largest new stake was Stoke Therapeutics: 60,071 shares worth $1.56M.

By sector, the portfolio is most concentrated in Miscellaneous at 79% of assets, down from 80% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Lakeland Financial Corp, an estimated $486K trimmed.

  • SYM Financial Corp's largest Q3 2026 buy was Stoke Therapeutics: 60,071 shares worth $1.56M.
  • SYM Financial Corp added most to Dimensional US Core Equity Market ETF in Q3 2026, an estimated $35.5M increase.
  • SYM Financial Corp's biggest Q3 2026 reduction was Lakeland Financial Corp, cutting an estimated $486K.
  • SYM Financial Corp fully exited DraftKings in Q3 2026, selling an estimated $372K.
  • SYM Financial Corp's ten largest holdings make up 74% of its $1.31B portfolio in Q3 2026.
  • SYM Financial Corp opened 78 new positions and closed 85 in Q3 2026.
  • SYM Financial Corp's portfolio value rose 5.6% quarter-over-quarter to $1.31B.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.