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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
MPT icon
576
Medical Properties Trust
MPT
$1.11B
– –
-11,201
Closed -$51.7K –
NBIX icon
577
Neurocrine Biosciences
NBIX
$16.6B
– –
-1,207
Closed -$203K –
OZK icon
578
Bank OZK
OZK
$5.53B
– –
-4,942
Closed -$257K –
PLD icon
579
Prologis
PLD
$123B
– –
-1,688
Closed -$229K –
PSK icon
580
State Street SPDR ICE Preferred Securities ETF
PSK
$616M
– –
-89
Closed -$2.72K –
PYLD icon
581
PIMCO Multi Sector Bond Active ETF
PYLD
$16.7B
– –
-1,474
Closed -$39.1K –
ROL icon
582
Rollins
ROL
$18.6B
– –
-5,523
Closed -$231K –
ROST icon
583
Ross Stores
ROST
$74.9B
– –
-1,192
Closed -$254K –
RSPN icon
584
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$838M
– –
-322
Closed -$20.6K –
SCHP icon
585
Schwab US TIPS ETF
SCHP
$17.4B
– –
-19
Closed -$504 –
SHV icon
586
iShares 0-1 Year Treasury Bond ETF
SHV
$21.4B
– –
-22
Closed -$2.43K –
SHYG icon
587
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.71B
– –
-26
Closed -$1.1K –
SNAP icon
588
Snap
SNAP
$8.51B
– –
-20,323
Closed -$90.2K –
SPBO icon
589
State Street SPDR Portfolio Corporate Bond Index ETF
SPBO
$2.14B
– –
-36
Closed -$1.04K –
SPMB icon
590
State Street SPDR Portfolio Mortgage Backed Bond Index ETF
SPMB
$7.03B
– –
-32
Closed -$714 –
TCBI icon
591
Texas Capital Bancshares
TCBI
$4.47B
– –
-2,192
Closed -$226K –
TFC icon
592
Truist Financial
TFC
$60.1B
– –
-4,404
Closed -$219K –
TLH icon
593
iShares 10-20 Year Treasury Bond ETF
TLH
$12.2B
– –
-10
Closed -$1K –
TLT icon
594
iShares 20+ Year Treasury Bond ETF
TLT
$47.7B
– –
-75
Closed -$6.48K –
TNA icon
595
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.21B
– –
-2,794
Closed -$210K –
TWLO icon
596
Twilio
TWLO
$30.8B
– –
-1,073
Closed -$221K –
USFD icon
597
US Foods
USFD
$23.1B
– –
-2,045
Closed -$209K –
VCIT icon
598
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.9B
– –
-15
Closed -$1.24K –
VCLT icon
599
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.79B
– –
-24
Closed -$1.81K –
VGIT icon
600
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.5B
– –
-1,732
Closed -$102K –
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.