SFC
SYM Financial Corp Portfolio holdings
AUM
$935M
1-Year Est. Return
12.99%
1 Year Est. Return
+12.99%
AUM
$935M
AUM Growth
+$41.2M
(+4.6%)
Holding
472
Top Buys
| 1 | +$4.7M | |
| 2 | +$3.33M | |
| 3 | +$2.98M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.07M |
| 5 |
WisdomTree International Efficient Core Fund
NTSI
|
+$1.78M |
Top Sells
| 1 | +$4.21M | |
| 2 | +$2M | |
| 3 | +$1.58M | |
| 4 |
Amazon
AMZN
|
+$1.4M |
| 5 |
Intuitive Surgical
ISRG
|
+$1.24M |
Sector Composition
| 1 | Technology | 6.75% |
| 2 | Financials | 2.75% |
| 3 | Healthcare | 2.32% |
| 4 | Consumer Discretionary | 1.83% |
| 5 | Materials | 1.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Roblox
RBLX
$63.5B
| $1.04M | 0.11% |
7,534
-259
|
|
||
52
Targa Resources
TRGP
$39.4B
| $1.04M | 0.11% |
6,186
-30
|
|
||
53
Alphabet (Google) Class C
GOOG
$3.75T
| $1.02M | 0.11% |
4,198
+326
|
|
||
54
AbbVie
ABBV
$393B
| $1.02M | 0.11% |
4,405
-3,345
|
|
||
55
GE Vernova
GEV
$183B
| $1.01M | 0.11% |
1,645
-24
|
|
||
56
UnitedHealth
UNH
$309B
| $1M | 0.11% |
2,897
-418
|
|
||
57
SPDR Portfolio Emerging Markets ETF
SPEM
$15.4B
| $996K | 0.11% |
21,271
+3,119
|
|
||
58
Home Depot
HD
$356B
| $962K | 0.1% |
2,375
+215
|
|
||
59
Lam Research
LRCX
$204B
| $959K | 0.1% |
7,161
-1,942
|
|
||
60
RPM International
RPM
$13.7B
| $929K | 0.1% |
7,885
+39
|
|
||
61
Veeva Systems
VEEV
$36.7B
| $917K | 0.1% |
3,078
-435
|
|
||
62
Jabil
JBL
$23.9B
| $873K | 0.09% |
4,022
-34
|
|
||
63
Intuit
INTU
$187B
| $865K | 0.09% |
1,266
-515
|
|
||
64
ServiceNow
NOW
$179B
| $836K | 0.09% |
908
-442
|
|
||
65
Copart
CPRT
$37.5B
| $796K | 0.09% |
17,703
+7,150
|
|
||
66
Netflix
NFLX
$404B
| $796K | 0.09% |
6,640
-150
|
|
||
67
Agilent Technologies
A
$39.9B
| $774K | 0.08% |
6,032
-3,114
|
|
||
68
Chevron
CVX
$300B
| $769K | 0.08% |
4,951
+860
|
|
||
69
Vanguard Dividend Appreciation ETF
VIG
$102B
| $755K | 0.08% |
3,498
|
|
||
70
Snowflake
SNOW
$74.8B
| $750K | 0.08% |
3,324
+166
|
|
||
71
Merck
MRK
$247B
| $749K | 0.08% |
8,919
+822
|
|
||
72
Robinhood
HOOD
$109B
| $748K | 0.08% |
5,222
-358
|
|
||
73
IBM
IBM
$286B
| $738K | 0.08% |
2,617
-8
|
|
||
74
Xcel Energy
XEL
$44.5B
| $737K | 0.08% |
9,143
+7
|
|
||
75
Tapestry
TPR
$25.2B
| $737K | 0.08% |
6,509
-2,103
|
|