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 | |
|---|---|---|---|---|---|---|
76
IBM
IBM
$289B
| $774K | 0.09% |
2,625
+130
|
|
||
77
Cisco
CSCO
$282B
| $767K | 0.09% |
11,062
+268
|
|
||
78
Amgen
AMGN
$156B
| $762K | 0.09% |
2,729
+636
|
|
||
79
Medtronic
MDT
$120B
| $759K | 0.08% |
8,705
-2,367
|
|
||
80
Tapestry
TPR
$23.5B
| $756K | 0.08% |
8,612
+454
|
|
||
81
AT&T
T
$181B
| $754K | 0.08% |
26,066
+926
|
|
||
82
Vanguard S&P 500 ETF
VOO
$779B
| $751K | 0.08% |
1,323
-467
|
|
||
83
Adobe
ADBE
$149B
| $736K | 0.08% |
1,902
+532
|
|
||
84
Vanguard Dividend Appreciation ETF
VIG
$99.5B
| $716K | 0.08% |
3,498
-60
|
|
||
85
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
| $713K | 0.08% |
11,870
+1,441
|
|
||
86
Procter & Gamble
PG
$353B
| $708K | 0.08% |
4,445
+2,116
|
|
||
87
Snowflake
SNOW
$89.9B
| $707K | 0.08% |
3,158
+365
|
|
||
88
Linde
LIN
$210B
| $701K | 0.08% |
1,495
+70
|
|
||
89
CME Group
CME
$97.8B
| $688K | 0.08% |
2,498
+33
|
|
||
90
Alphabet (Google) Class C
GOOG
$3.24T
| $687K | 0.08% |
3,872
+1,847
|
|
||
91
TransUnion
TRU
$16.4B
| $673K | 0.08% |
7,650
-1,001
|
|
||
92
iShares Core S&P 500 ETF
IVV
$679B
| $671K | 0.08% |
+1,080
|
|
||
93
Carlyle Group
CG
$21.3B
| $667K | 0.07% |
12,985
-2,021
|
|
||
94
Schwab US Large-Cap Growth ETF
SCHG
$53.8B
| $659K | 0.07% |
22,556
|
|
||
95
Energy Select Sector SPDR Fund
XLE
$26.6B
| $656K | 0.07% |
7,740
+7
|
|
||
96
Citigroup
C
$180B
| $656K | 0.07% |
7,710
-531
|
|
||
97
Altria Group
MO
$107B
| $649K | 0.07% |
11,068
+1,701
|
|
||
98
Merck
MRK
$219B
| $641K | 0.07% |
8,097
+2,630
|
|
||
99
Fortinet
FTNT
$65.6B
| $635K | 0.07% |
6,003
+193
|
|
||
100
VeriSign
VRSN
$22.7B
| $629K | 0.07% |
2,177
+300
|
|