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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
IEMG icon
151
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$443K 0.04%
6,351
-555
CMG icon
152
Chipotle Mexican Grill
CMG
$41.3B
$437K 0.04%
13,645
+953
IDXX icon
153
Idexx Laboratories
IDXX
$44.1B
$437K 0.04%
777
-64
TOL icon
154
Toll Brothers
TOL
$13.9B
$436K 0.04%
3,195
-9
TJX icon
155
TJX Companies
TJX
$186B
$433K 0.04%
2,712
+515
MTZ icon
156
MasTec
MTZ
$28.7B
$426K 0.04%
1,324
-7
DVN icon
157
Devon Energy
DVN
$52.3B
$422K 0.04%
8,386
+23
CINF icon
158
Cincinnati Financial
CINF
$26.1B
$419K 0.04%
2,662
FTNT icon
159
Fortinet
FTNT
$107B
$412K 0.04%
5,038
+1,548
NOC icon
160
Northrop Grumman
NOC
$78.1B
$412K 0.04%
603
+9
DINO icon
161
HF Sinclair
DINO
$12.8B
$408K 0.04%
6,546
-71
VZ icon
162
Verizon
VZ
$201B
$401K 0.04%
7,994
-558
ABT icon
163
Abbott
ABT
$152B
$400K 0.04%
3,897
+799
RTX icon
164
RTX Corp
RTX
$248B
$400K 0.04%
2,071
+247
ULTA icon
165
Ulta Beauty
ULTA
$20.1B
$399K 0.04%
763
+17
MLM icon
166
Martin Marietta Materials
MLM
$34.6B
$397K 0.04%
675
+28
SAN icon
167
Banco Santander
SAN
$184B
$397K 0.04%
35,203
+90
CFG icon
168
Citizens Financial Group
CFG
$28.4B
$397K 0.04%
6,618
ECL icon
169
Ecolab
ECL
$74.6B
$396K 0.04%
1,488
-1
MUFG icon
170
Mitsubishi UFJ Financial
MUFG
$227B
$387K 0.04%
22,788
+1,459
IJS icon
171
iShares S&P Small-Cap 600 Value ETF
IJS
$8.13B
$386K 0.04%
3,258
ADI icon
172
Analog Devices
ADI
$203B
$381K 0.04%
1,199
+47
MDY icon
173
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
$381K 0.04%
618
VEEV icon
174
Veeva Systems
VEEV
$25.8B
$379K 0.04%
2,159
-724
DAL icon
175
Delta Air Lines
DAL
$54.5B
$379K 0.04%
5,698
+471
5 6
7
8 9