SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$935M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.25M
3
+$2.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.01M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.74M

Top Sells

1
+$3.93M
2
+$1.92M
3
+$1.6M
4
AMZN icon
Amazon
AMZN
+$1.44M
5
ISRG icon
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
RBLX icon
51
Roblox
RBLX
$39.9B
$1.04M 0.11%
7,534
-259
TRGP icon
52
Targa Resources
TRGP
$51.6B
$1.04M 0.11%
6,186
-30
GOOG icon
53
Alphabet (Google) Class C
GOOG
$3.64T
$1.02M 0.11%
4,198
+326
ABBV icon
54
AbbVie
ABBV
$395B
$1.02M 0.11%
4,405
-3,345
GEV icon
55
GE Vernova
GEV
$220B
$1.01M 0.11%
1,645
-24
UNH icon
56
UnitedHealth
UNH
$256B
$1M 0.11%
2,897
-418
SPEM icon
57
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.1B
$996K 0.11%
21,271
+3,119
HD icon
58
Home Depot
HD
$338B
$962K 0.1%
2,375
+215
LRCX icon
59
Lam Research
LRCX
$265B
$959K 0.1%
7,161
-1,942
RPM icon
60
RPM International
RPM
$12.9B
$929K 0.1%
7,885
+39
VEEV icon
61
Veeva Systems
VEEV
$29.4B
$917K 0.1%
3,078
-435
JBL icon
62
Jabil
JBL
$26.4B
$873K 0.09%
4,022
-34
INTU icon
63
Intuit
INTU
$121B
$865K 0.09%
1,266
-515
NOW icon
64
ServiceNow
NOW
$118B
$836K 0.09%
4,540
-2,210
CPRT icon
65
Copart
CPRT
$32.7B
$796K 0.09%
17,703
+7,150
NFLX icon
66
Netflix
NFLX
$399B
$796K 0.09%
6,640
-150
A icon
67
Agilent Technologies
A
$31.5B
$774K 0.08%
6,032
-3,114
CVX icon
68
Chevron
CVX
$390B
$769K 0.08%
4,951
+860
VIG icon
69
Vanguard Dividend Appreciation ETF
VIG
$101B
$755K 0.08%
3,498
SNOW icon
70
Snowflake
SNOW
$60.9B
$750K 0.08%
3,324
+166
MRK icon
71
Merck
MRK
$288B
$749K 0.08%
8,919
+822
HOOD icon
72
Robinhood
HOOD
$66.1B
$748K 0.08%
5,222
-358
IBM icon
73
IBM
IBM
$233B
$738K 0.08%
2,617
-8
XEL icon
74
Xcel Energy
XEL
$51.2B
$737K 0.08%
9,143
+7
TPR icon
75
Tapestry
TPR
$29B
$737K 0.08%
6,509
-2,103
1 2
3
4 5