We are live on ! Find out more
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
FTI icon
126
TechnipFMC
FTI
$28B
$514K 0.05%
7,438
+401
TRV icon
127
Travelers Companies
TRV
$64.8B
$511K 0.05%
1,751
+28
WFC icon
128
Wells Fargo
WFC
$257B
$510K 0.05%
6,407
+770
CNC icon
129
Centene
CNC
$32.4B
$509K 0.05%
15,535
-4,224
INCY icon
130
Incyte
INCY
$21.8B
$506K 0.05%
5,377
-448
IUSV icon
131
iShares Core S&P US Value ETF
IUSV
$26.3B
$497K 0.05%
4,862
GILD icon
132
Gilead Sciences
GILD
$156B
$495K 0.05%
3,550
+166
MNST icon
133
Monster Beverage
MNST
$91B
$494K 0.05%
6,818
-563
AON icon
134
Aon
AON
$71.6B
$492K 0.05%
1,524
-106
VRSK icon
135
Verisk Analytics
VRSK
$24B
$488K 0.05%
2,573
-61
JCI icon
136
Johnson Controls International
JCI
$88.5B
$484K 0.05%
3,698
+119
MO icon
137
Altria Group
MO
$119B
$477K 0.05%
7,224
+109
INTU icon
138
Intuit
INTU
$74.9B
$471K 0.05%
1,089
+57
PSX icon
139
Phillips 66
PSX
$72.2B
$471K 0.05%
2,584
+62
TSM icon
140
TSMC
TSM
$2.2T
$466K 0.05%
1,379
+58
BAC icon
141
Bank of America
BAC
$396B
$465K 0.05%
9,535
-311
SPGI icon
142
S&P Global
SPGI
$124B
$461K 0.05%
+1,083
HSBC icon
143
HSBC
HSBC
$317B
$460K 0.05%
5,580
+38
REGN icon
144
Regeneron Pharmaceuticals
REGN
$64.5B
$460K 0.05%
595
+13
UPRO icon
145
ProShares UltraPro S&P 500
UPRO
$5.21B
$455K 0.05%
4,693
BYLD icon
146
iShares Yield Optimized Bond ETF
BYLD
$451M
$449K 0.04%
19,931
+591
TMO icon
147
Thermo Fisher Scientific
TMO
$174B
$448K 0.04%
912
+8
RL icon
148
Ralph Lauren
RL
$24.1B
$448K 0.04%
1,303
+41
CMCSA icon
149
Comcast
CMCSA
$87.1B
$448K 0.04%
15,598
+6,597
DFLV icon
150
Dimensional US Large Cap Value ETF
DFLV
$6.31B
$446K 0.04%
12,497
4 5
6
7 8