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
$973M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.03M
3
+$1.5M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$992K

Top Sells

1
+$3.26M
2
+$1.59M
3
+$723K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$543K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$456K

Sector Composition

1 Technology 6.69%
2 Financials 2.78%
3 Healthcare 2.66%
4 Consumer Discretionary 1.96%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
76
Vanguard S&P 500 ETF
VOO
$844B
$729K 0.07%
1,163
+259
AMD icon
77
Advanced Micro Devices
AMD
$317B
$723K 0.07%
3,377
+496
SCHG icon
78
Schwab US Large-Cap Growth ETF
SCHG
$49.4B
$722K 0.07%
22,124
-432
HD icon
79
Home Depot
HD
$339B
$711K 0.07%
2,067
-308
INTC icon
80
Intel
INTC
$229B
$706K 0.07%
19,132
-1,356
AMAT icon
81
Applied Materials
AMAT
$272B
$693K 0.07%
2,697
+53
JBHT icon
82
JB Hunt Transport Services
JBHT
$19B
$690K 0.07%
3,550
+866
EIX icon
83
Edison International
EIX
$27.8B
$688K 0.07%
11,462
+5,382
INTU icon
84
Intuit
INTU
$119B
$684K 0.07%
1,032
-234
C icon
85
Citigroup
C
$187B
$678K 0.07%
5,809
+66
ADBE icon
86
Adobe
ADBE
$103B
$670K 0.07%
1,913
+63
RPM icon
87
RPM International
RPM
$12.8B
$668K 0.07%
6,419
-1,466
PNC icon
88
PNC Financial Services
PNC
$82.3B
$667K 0.07%
3,196
-205
XEL icon
89
Xcel Energy
XEL
$51.1B
$656K 0.07%
8,876
-267
WDC icon
90
Western Digital
WDC
$91.8B
$654K 0.07%
3,799
+242
BMY icon
91
Bristol-Myers Squibb
BMY
$120B
$654K 0.07%
12,129
+4,591
ANET icon
92
Arista Networks
ANET
$165B
$651K 0.07%
4,965
+265
VEEV icon
93
Veeva Systems
VEEV
$29.4B
$644K 0.07%
2,883
-195
CPRT icon
94
Copart
CPRT
$32.8B
$639K 0.07%
16,314
-1,389
ILMN icon
95
Illumina
ILMN
$18.2B
$636K 0.07%
4,852
+254
NFLX icon
96
Netflix
NFLX
$400B
$626K 0.06%
6,675
+35
FDX icon
97
FedEx
FDX
$82.6B
$619K 0.06%
2,143
+228
RBLX icon
98
Roblox
RBLX
$40.2B
$618K 0.06%
7,627
+93
VIG icon
99
Vanguard Dividend Appreciation ETF
VIG
$100B
$616K 0.06%
2,802
-696
DFAC icon
100
Dimensional US Core Equity 2 ETF
DFAC
$40.4B
$612K 0.06%
15,448
-11
2 3
4
5 6