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SFC
SYM Financial Corp Portfolio holdings
AUM
$1B
1-Year Est. Return
22.21%
This Fund
S&P 500
1 Year Est. Return
+22.21%
AUM
$1B
AUM Growth
+$27.5M
(+2.8%)
Holding
470
Top Buys
| 1 | +$7.06M | |
| 2 | +$3.91M | |
| 3 | +$2.69M | |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$1.51M |
| 5 |
iShares MSCI World ETF
URTH
|
+$984K |
Top Sells
| 1 | +$3.6M | |
| 2 | +$785K | |
| 3 | +$398K | |
| 4 |
Vanguard S&P Small-Cap 600 Value ETF
VIOV
|
+$393K |
| 5 |
Oracle
ORCL
|
+$360K |
Sector Composition
| 1 | Technology | 6.04% |
| 2 | Financials | 2.82% |
| 3 | Materials | 2.81% |
| 4 | Healthcare | 2.4% |
| 5 | Industrials | 2.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
iShares MSCI World ETF
URTH
$7.99B
| $1.27M | 0.13% |
7,069
+5,259
|
|
||
52
Schwab US Dividend Equity ETF
SCHD
$96.6B
| $1.24M | 0.12% |
40,294
-2,884
|
|
||
53
PepsiCo
PEP
$196B
| $1.22M | 0.12% |
7,857
-139
|
|
||
54
Comfort Systems
FIX
$67.1B
| $1.21M | 0.12% |
879
-89
|
|
||
55
Chubb
CB
$126B
| $1.11M | 0.11% |
3,415
+216
|
|
||
56
Lam Research
LRCX
$466B
| $1.08M | 0.11% |
5,073
+70
|
|
||
57
Jabil
JBL
$40.6B
| $1.05M | 0.1% |
3,942
|
|
||
58
Visa
V
$615B
| $1.03M | 0.1% |
3,394
+392
|
|
||
59
Applied Materials
AMAT
$451B
| $1.01M | 0.1% |
2,964
+267
|
|
||
60
Merck
MRK
$296B
| $1M | 0.1% |
8,336
+39
|
|
||
61
Vanguard Information Technology ETF
VGT
$142B
| $1M | 0.1% |
11,496
-584
|
|
||
62
KLA
KLAC
$32.7B
| $951K | 0.1% |
646
+36
|
|
||
63
MPLX
MPLX
$57.2B
| $948K | 0.09% |
16,609
+12,784
|
|
||
64
Edison International
EIX
$27.8B
| $909K | 0.09% |
12,418
+956
|
|
||
65
Western Digital
WDC
$194B
| $889K | 0.09% |
3,285
-514
|
|
||
66
Cummins
CMI
$91.6B
| $879K | 0.09% |
1,633
+18
|
|
||
67
Chevron
CVX
$373B
| $864K | 0.09% |
4,178
+274
|
|
||
68
Netflix
NFLX
$341B
| $857K | 0.09% |
8,913
+2,238
|
|
||
69
Bristol-Myers Squibb
BMY
$117B
| $851K | 0.09% |
14,029
+1,900
|
|
||
70
AbbVie
ABBV
$401B
| $836K | 0.08% |
3,845
+100
|
|
||
71
State Street Energy Select Sector SPDR ETF
XLE
$39.4B
| $824K | 0.08% |
13,458
-112
|
|
||
72
Booking.com
BKNG
$128B
| $821K | 0.08% |
4,875
-150
|
|
||
73
ServiceNow
NOW
$105B
| $815K | 0.08% |
7,793
+1,599
|
|
||
|
74
Oracle
ORCL
$525B
| $814K | 0.08% |
5,534
-2,217
|
|
||
75
General Motors
GM
$73.6B
| $811K | 0.08% |
10,888
+152
|
|