SFC
SYM Financial Corp Portfolio holdings
AUM
$893M
1-Year Est. Return
14%
1 Year Est. Return
+14%
AUM
$893M
AUM Growth
+$81.8M
(+10%)
Holding
452
Top Buys
| 1 | +$2.78M | |
| 2 | +$2.3M | |
| 3 | +$1.42M | |
| 4 |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
|
+$1.2M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.15M |
Top Sells
| 1 | +$10.8M | |
| 2 | +$1.96M | |
| 3 | +$1.24M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$605K |
| 5 |
Palo Alto Networks
PANW
|
+$571K |
Sector Composition
| 1 | Technology | 7.39% |
| 2 | Financials | 2.73% |
| 3 | Healthcare | 2.56% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Materials | 2.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Booking.com
BKNG
$170B
| $1.15M | 0.13% |
199
+13
|
|
||
52
Visa
V
$678B
| $1.12M | 0.13% |
3,166
+638
|
|
||
53
Targa Resources
TRGP
$33.1B
| $1.08M | 0.12% |
6,216
-54
|
|
||
54
Agilent Technologies
A
$41.8B
| $1.08M | 0.12% |
9,146
+4,143
|
|
||
55
Exxon Mobil
XOM
$493B
| $1.07M | 0.12% |
9,955
-473
|
|
||
56
Abbott
ABT
$219B
| $1.07M | 0.12% |
7,879
+354
|
|
||
57
Chipotle Mexican Grill
CMG
$55.2B
| $1.05M | 0.12% |
18,780
-1,997
|
|
||
58
UnitedHealth
UNH
$329B
| $1.03M | 0.12% |
3,315
+157
|
|
||
59
Veeva Systems
VEEV
$48.4B
| $1.01M | 0.11% |
3,513
+517
|
|
||
60
PepsiCo
PEP
$208B
| $1.01M | 0.11% |
7,650
+3,762
|
|
||
61
Idexx Laboratories
IDXX
$51.6B
| $989K | 0.11% |
1,844
-36
|
|
||
62
Salesforce
CRM
$243B
| $979K | 0.11% |
3,591
-1,058
|
|
||
63
Netflix
NFLX
$465B
| $909K | 0.1% |
679
+14
|
|
||
64
Datadog
DDOG
$55B
| $909K | 0.1% |
6,766
+800
|
|
||
65
Amphenol
APH
$166B
| $907K | 0.1% |
9,184
+1,519
|
|
||
66
Uber
UBER
$200B
| $898K | 0.1% |
9,622
-751
|
|
||
67
Lam Research
LRCX
$197B
| $886K | 0.1% |
9,103
-2,563
|
|
||
68
Jabil
JBL
$22.5B
| $885K | 0.1% |
4,056
-9
|
|
||
69
GE Vernova
GEV
$159B
| $883K | 0.1% |
1,669
+57
|
|
||
70
RPM International
RPM
$14.3B
| $862K | 0.1% |
7,846
+11
|
|
||
71
O'Reilly Automotive
ORLY
$81.2B
| $827K | 0.09% |
9,180
-1,170
|
|
||
72
Roblox
RBLX
$90.3B
| $820K | 0.09% |
7,793
-118
|
|
||
73
Monster Beverage
MNST
$68.3B
| $795K | 0.09% |
12,699
+6,015
|
|
||
74
Home Depot
HD
$384B
| $792K | 0.09% |
2,160
+168
|
|
||
75
SPDR Portfolio Emerging Markets ETF
SPEM
$14.8B
| $776K | 0.09% |
+18,152
|
|