SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
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
+$4.7M
2
+$3.33M
3
+$2.98M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.07M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.78M

Top Sells

1
+$4.21M
2
+$2M
3
+$1.58M
4
AMZN icon
Amazon
AMZN
+$1.4M
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
IVV icon
76
iShares Core S&P 500 ETF
IVV
$732B
$723K 0.08%
1,080
SCHG icon
77
Schwab US Large-Cap Growth ETF
SCHG
$52.2B
$720K 0.08%
22,556
CSCO icon
78
Cisco
CSCO
$309B
$717K 0.08%
10,484
-578
FIX icon
79
Comfort Systems
FIX
$33.5B
$715K 0.08%
866
+8
PG icon
80
Procter & Gamble
PG
$333B
$703K 0.08%
4,578
+133
INTC icon
81
Intel
INTC
$184B
$687K 0.07%
20,488
-2,545
ANET icon
82
Arista Networks
ANET
$158B
$685K 0.07%
4,700
+530
PNC icon
83
PNC Financial Services
PNC
$83.2B
$683K 0.07%
3,401
+41
CMI icon
84
Cummins
CMI
$70.3B
$667K 0.07%
1,579
+11
ADBE icon
85
Adobe
ADBE
$150B
$653K 0.07%
1,850
-52
KLAC icon
86
KLA
KLAC
$158B
$649K 0.07%
602
+5
PLTR icon
87
Palantir
PLTR
$434B
$648K 0.07%
3,551
+92
GM icon
88
General Motors
GM
$75.9B
$642K 0.07%
10,524
-1,702
UBER icon
89
Uber
UBER
$177B
$637K 0.07%
6,506
-3,116
XLE icon
90
State Street Energy Select Sector SPDR ETF
XLE
$13.7B
$621K 0.07%
6,953
-787
CB icon
91
Chubb
CB
$121B
$620K 0.07%
2,196
+371
WEC icon
92
WEC Energy
WEC
$33.7B
$617K 0.07%
5,381
+54
MCD icon
93
McDonald's
MCD
$225B
$609K 0.07%
2,003
+77
DFAC icon
94
Dimensional US Core Equity 2 ETF
DFAC
$40.1B
$596K 0.06%
15,459
-158
T icon
95
AT&T
T
$175B
$595K 0.06%
21,065
-5,001
MU icon
96
Micron Technology
MU
$276B
$586K 0.06%
3,502
+1,293
C icon
97
Citigroup
C
$201B
$583K 0.06%
5,743
-1,967
QQQ icon
98
Invesco QQQ Trust
QQQ
$401B
$581K 0.06%
968
+49
DFIC icon
99
Dimensional International Core Equity 2 ETF
DFIC
$11.6B
$578K 0.06%
17,631
LIN icon
100
Linde
LIN
$194B
$577K 0.06%
1,215
-280
2 3
4
5 6