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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
FIDU icon
551
Fidelity MSCI Industrials Index ETF
FIDU
$2.3B
– –
-365
Closed -$36.4K –
FIS icon
552
Fidelity National Information Services
FIS
$15.3B
– –
-6,727
Closed -$262K –
FNCL icon
553
Fidelity MSCI Financials Index ETF
FNCL
$2.42B
– –
-500
Closed -$38.3K –
FNDF icon
554
Schwab Fundamental International Large Company Index ETF
FNDF
$26.2B
– –
-80
Closed -$4.22K –
FRNW icon
555
Fidelity Clean Energy ETF
FRNW
$90.4M
– –
-91
Closed -$2.22K –
FSTA icon
556
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.57B
– –
-395
Closed -$20.8K –
FTEC icon
557
Fidelity MSCI Information Technology Index ETF
FTEC
$20.5B
– –
-100
Closed -$28.6K –
HDV icon
558
iShares Core High Dividend ETF
HDV
$16.3B
– –
-75
Closed -$2.06K –
HRB icon
559
H&R Block
HRB
$6.79B
– –
-5,401
Closed -$206K –
HYG icon
560
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
– –
-91
Closed -$7.28K –
HYS icon
561
PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund
HYS
$1.64B
– –
-29
Closed -$2.71K –
EUHY icon
562
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$249M
– –
-36
Closed -$1.94K –
IAGG icon
563
iShares Core International Aggregate Bond Fund
IAGG
$12.7B
– –
-21
Closed -$1.06K –
IEF icon
564
iShares 7-10 Year Treasury Bond ETF
IEF
$43.4B
– –
-27
Closed -$2.55K –
IEI icon
565
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
– –
-13
Closed -$1.53K –
IGEB icon
566
iShares Investment Grade Systematic Bond ETF
IGEB
$1.45B
– –
-68
Closed -$3.07K –
IGF icon
567
iShares Global Infrastructure ETF
IGF
$11B
– –
-9
Closed -$599 –
IGIB icon
568
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$19.6B
– –
-318
Closed -$16.9K –
IGV icon
569
iShares Expanded Tech-Software Sector ETF
IGV
$13.6B
– –
-133
Closed -$12K –
IHF icon
570
iShares US Healthcare Providers ETF
IHF
$1.49B
– –
-320
Closed -$17.7K –
KBE icon
571
State Street SPDR S&P Bank ETF
KBE
$1.57B
– –
-350
Closed -$23.9K –
LQD icon
572
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.7B
– –
-127
Closed -$13.9K –
MAA icon
573
Mid-America Apartment Communities
MAA
$13.6B
– –
-1,660
Closed -$231K –
MBB icon
574
iShares MBS ETF
MBB
$35.8B
– –
-77
Closed -$7.28K –
MHK icon
575
Mohawk Industries
MHK
$8.45B
– –
-1,708
Closed -$207K –
21 22
23
24 25

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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.