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SFC

SYM Financial Corp Portfolio holdings

AUM $1B
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.91M
3
+$2.69M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.51M
5
URTH icon
iShares MSCI World ETF
URTH
+$984K

Top Sells

1
+$3.6M
2
+$785K
3
+$398K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$393K
5
ORCL icon
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
DFIC icon
101
Dimensional International Core Equity 2 ETF
DFIC
$14.2B
$623K 0.06%
17,524
-83
AME icon
102
Ametek
AME
$52B
$622K 0.06%
2,902
-66
RPM icon
103
RPM International
RPM
$13.8B
$621K 0.06%
6,245
-174
CME icon
104
CME Group
CME
$95.9B
$619K 0.06%
2,095
+44
VIG icon
105
Vanguard Dividend Appreciation ETF
VIG
$109B
$611K 0.06%
2,842
+40
ANET icon
106
Arista Networks
ANET
$206B
$603K 0.06%
4,915
-50
UNP icon
107
Union Pacific
UNP
$162B
$600K 0.06%
2,474
-30
WEC icon
108
WEC Energy
WEC
$36.7B
$600K 0.06%
5,179
-46
TPR icon
109
Tapestry
TPR
$29.9B
$598K 0.06%
4,235
-1,796
VLO icon
110
Valero Energy
VLO
$77.2B
$595K 0.06%
2,407
+98
SYK icon
111
Stryker
SYK
$120B
$578K 0.06%
1,759
+362
ILMN icon
112
Illumina
ILMN
$24.4B
$575K 0.06%
4,663
-189
FCX icon
113
Freeport-McMoran
FCX
$98.8B
$573K 0.06%
9,742
+360
BLK icon
114
Blackrock
BLK
$159B
$567K 0.06%
590
+158
QQQ icon
115
Invesco QQQ Trust
QQQ
$480B
$564K 0.06%
977
+26
CPRT icon
116
Copart
CPRT
$28.5B
$563K 0.06%
16,966
+652
VRT icon
117
Vertiv
VRT
$115B
$554K 0.06%
2,209
-238
ABNB icon
118
Airbnb
ABNB
$78B
$547K 0.05%
4,331
+1,105
QUAL icon
119
iShares MSCI USA Quality Factor ETF
QUAL
$46.3B
$546K 0.05%
2,846
NVS icon
120
Novartis
NVS
$293B
$540K 0.05%
3,534
+544
HAL icon
121
Halliburton
HAL
$33B
$532K 0.05%
13,650
-1,802
LMT icon
122
Lockheed Martin
LMT
$125B
$529K 0.05%
875
+92
DHR icon
123
Danaher
DHR
$128B
$523K 0.05%
2,756
+395
STLD icon
124
Steel Dynamics
STLD
$41B
$522K 0.05%
2,898
+278
SCHE icon
125
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$516K 0.05%
15,669
-1,497
3 4
5
6 7