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SFC
SYM Financial Corp Portfolio holdings
AUM
$1B
1-Year Est. Return
22.21%
This Fund
S&P 500
1 Year Est. Return
+22.21%
AUM
$1B
AUM Growth
+$27.5M
(+2.8%)
Holding
470
Top Buys
| 1 | +$7.06M | |
| 2 | +$3.91M | |
| 3 | +$2.69M | |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$1.51M |
| 5 |
iShares MSCI World ETF
URTH
|
+$984K |
Top Sells
| 1 | +$3.6M | |
| 2 | +$785K | |
| 3 | +$398K | |
| 4 |
Vanguard S&P Small-Cap 600 Value ETF
VIOV
|
+$393K |
| 5 |
Oracle
ORCL
|
+$360K |
Sector Composition
| 1 | Technology | 6.04% |
| 2 | Financials | 2.82% |
| 3 | Materials | 2.81% |
| 4 | Healthcare | 2.4% |
| 5 | Industrials | 2.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
FedEx
FDX
$80.4B
| $776K | 0.08% |
2,178
+35
|
|
||
77
Procter & Gamble
PG
$348B
| $774K | 0.08% |
5,362
+2,131
|
|
||
78
PG&E
PCG
$37.2B
| $774K | 0.08% |
44,075
-4,176
|
|
||
79
Caterpillar
CAT
$420B
| $761K | 0.08% |
1,075
+28
|
|
||
80
JB Hunt Transport Services
JBHT
$27.3B
| $758K | 0.08% |
3,576
+26
|
|
||
81
UnitedHealth
UNH
$370B
| $753K | 0.08% |
2,783
+89
|
|
||
82
IBM
IBM
$256B
| $731K | 0.07% |
3,017
+361
|
|
||
83
Intel
INTC
$631B
| $723K | 0.07% |
16,379
-2,753
|
|
||
84
Xcel Energy
XEL
$49B
| $717K | 0.07% |
9,024
+148
|
|
||
85
PNC Financial Services
PNC
$95.5B
| $693K | 0.07% |
3,330
+134
|
|
||
86
Home Depot
HD
$327B
| $686K | 0.07% |
2,085
+18
|
|
||
87
Advanced Micro Devices
AMD
$842B
| $681K | 0.07% |
3,350
-27
|
|
||
88
Coca-Cola
KO
$353B
| $681K | 0.07% |
8,949
+831
|
|
||
89
Palantir
PLTR
$307B
| $677K | 0.07% |
4,627
+499
|
|
||
90
Vanguard S&P 500 ETF
VOO
$977B
| $676K | 0.07% |
1,131
-32
|
|
||
91
AT&T
T
$163B
| $674K | 0.07% |
23,247
+2,153
|
|
||
92
McDonald's
MCD
$203B
| $673K | 0.07% |
2,165
+205
|
|
||
93
ASML
ASML
$726B
| $666K | 0.07% |
504
+18
|
|
||
94
Dimensional US Core Equity 2 ETF
DFAC
$46.7B
| $664K | 0.07% |
17,095
+1,647
|
|
||
95
Citigroup
C
$239B
| $664K | 0.07% |
5,856
+47
|
|
||
96
Linde
LIN
$241B
| $648K | 0.06% |
1,307
+435
|
|
||
97
Schwab US Large-Cap Growth ETF
SCHG
$58.3B
| $644K | 0.06% |
22,124
|
|
||
98
Agilent Technologies
A
$36.5B
| $643K | 0.06% |
5,637
-186
|
|
||
99
Snowflake
SNOW
$81.8B
| $641K | 0.06% |
4,252
-24
|
|
||
100
Adobe
ADBE
$82.1B
| $628K | 0.06% |
2,584
+671
|
|