SFC

SYM Financial Corp Portfolio holdings

AUM $893M
1-Year Est. Return 14%
This Quarter Est. Return
1 Year Est. Return
+14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.79M
3
+$4.18M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.22M

Top Sells

1
+$979K
2
+$695K
3
+$439K
4
TXN icon
Texas Instruments
TXN
+$389K
5
MSFT icon
Microsoft
MSFT
+$387K

Sector Composition

1 Technology 6.06%
2 Healthcare 2.75%
3 Materials 2.66%
4 Financials 2.46%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDT icon
51
Medtronic
MDT
$120B
$995K 0.12%
11,072
+5,353
ORLY icon
52
O'Reilly Automotive
ORLY
$81.4B
$988K 0.12%
10,350
+630
NSC icon
53
Norfolk Southern
NSC
$63.1B
$965K 0.12%
4,075
+157
CPRT icon
54
Copart
CPRT
$42.8B
$950K 0.12%
16,788
-603
MINT icon
55
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$944K 0.12%
9,384
+468
VOO icon
56
Vanguard S&P 500 ETF
VOO
$779B
$920K 0.11%
1,790
+1,262
RPM icon
57
RPM International
RPM
$14.4B
$906K 0.11%
7,835
-4
V icon
58
Visa
V
$675B
$886K 0.11%
2,528
+334
BKNG icon
59
Booking.com
BKNG
$170B
$857K 0.11%
186
+3
LRCX icon
60
Lam Research
LRCX
$198B
$848K 0.1%
11,666
-414
IDXX icon
61
Idexx Laboratories
IDXX
$51.7B
$790K 0.1%
1,880
+543
UBER icon
62
Uber
UBER
$201B
$756K 0.09%
10,373
-1,804
TSLA icon
63
Tesla
TSLA
$1.51T
$749K 0.09%
2,891
-161
HD icon
64
Home Depot
HD
$384B
$730K 0.09%
1,992
-7
XLE icon
65
Energy Select Sector SPDR Fund
XLE
$26.5B
$723K 0.09%
7,733
-33
TRU icon
66
TransUnion
TRU
$16.4B
$718K 0.09%
8,651
-1,587
GM icon
67
General Motors
GM
$64.6B
$712K 0.09%
15,142
+6,250
T icon
68
AT&T
T
$181B
$711K 0.09%
25,140
-286
VEEV icon
69
Veeva Systems
VEEV
$48.4B
$694K 0.09%
2,996
-472
PANW icon
70
Palo Alto Networks
PANW
$149B
$691K 0.09%
4,047
+55
VIG icon
71
Vanguard Dividend Appreciation ETF
VIG
$99.7B
$690K 0.09%
3,558
-36
MCD icon
72
McDonald's
MCD
$221B
$687K 0.08%
2,200
+17
BAC icon
73
Bank of America
BAC
$388B
$674K 0.08%
16,156
+171
CSCO icon
74
Cisco
CSCO
$282B
$666K 0.08%
10,794
+1,654
LIN icon
75
Linde
LIN
$209B
$664K 0.08%
1,425
-68
1 2
3
4 5