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SYM Financial Corp Portfolio holdings
AUM
$1.31B
Turnover
26.77%
1-Year Est. Return
18.92%
This Fund
S&P 500
This Quarter Est. Return
+0.76%
1 Year Est. Return
+18.92%
3 Year Est. Return
+64.31%
5 Year Est. Return
+55.77%
10 Year Est. Return
–
AUM
$1.31B
AUM Growth
+$69.4M
(+5.6%)
Cap. Flow
+$70.7M
Cap. Flow % of AUM
Cap. Flow %
5.38%
Top 10 Holdings %
Top 10 Hldgs %
73.92%
Holding
609
New
78
Increased
251
Reduced
125
Closed
85
Avg Time Held
Equity + Options
1.9
years
Top 10 Avg Time Held
Equity + Options
4
years
Top 20 Avg Time Held
Equity + Options
4.1
years
Avg Time Held Equity only
1.9
years
Top 10 Avg Time Held Equity only
4
years
Top 20 Avg Time Held Equity only
4.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
+$35.5M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
+$4.23M |
| 3 |
WisdomTree International Efficient Core Fund
NTSI
|
+$2.1M |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$1.93M |
| 5 |
Stoke Therapeutics
STOK
|
+$1.81M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lakeland Financial Corp
LKFN
|
+$486K |
| 2 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$476K |
| 3 |
Edison International
EIX
|
+$390K |
| 4 |
DraftKings
DKNG
|
+$372K |
| 5 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$371K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 79.3% |
| 2 | Technology | 6.87% |
| 3 | Financials | 2.72% |
| 4 | Healthcare | 2.47% |
| 5 | Industrials | 1.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
176
3M
MMM
$95.5B
| $465K | 0.04% |
2,834
+513
| +22% | +$87.5K |
2024 Q2
9 quarters
|
|
177
TJX Companies
TJX
$149B
| $465K | 0.04% |
3,512
+642
| +22% | +$92.6K |
2025 Q3
4 quarters
|
|
178
Sandisk
SNDK
$119B
| $464K | 0.04% |
267
+8
| +3% | +$12.5K |
2026 Q2
1 quarter
|
|
179
Tapestry
TPR
$26.1B
| $463K | 0.04% |
4,028
+12
| +0.3% | +$1.6K |
2024 Q3
8 quarters
|
|
180
NatWest
NWG
$61.5B
| $461K | 0.04% |
25,397
+305
| +1% | +$5.63K |
2024 Q4
7 quarters
|
|
181
iShares Core MSCI Emerging Markets ETF
IEMG
$142B
| $459K | 0.03% |
5,651
-224
| -4% | -$18K |
2021 Q3
20 quarters
|
|
182
Toll Brothers
TOL
$14.1B
| $453K | 0.03% |
3,365
-39
| -1% | -$5.67K |
2025 Q2
5 quarters
|
|
183
Citizens Financial Group
CFG
$26.5B
| $453K | 0.03% |
7,104
+47
| +0.7% | +$3.31K |
2024 Q2
9 quarters
|
|
184
IQVIA
IQV
$44.8B
| $441K | 0.03% |
1,640
+106
| +7% | +$25.6K |
2025 Q2
5 quarters
|
|
185
Medtronic
MDT
$130B
| $438K | 0.03% |
5,079
+1,584
| +45% | +$140K |
2024 Q4
7 quarters
|
|
186
iShares MSCI USA Momentum Factor ETF
MTUM
$3.98B
| $438K | 0.03% |
5,524
| – | – |
2024 Q2
9 quarters
|
|
187
Roblox
RBLX
$35.3B
| $433K | 0.03% |
10,220
+5,559
| +119% | +$252K |
2024 Q4
7 quarters
|
|
188
Devon Energy
DVN
$46.4B
| $433K | 0.03% |
9,403
+41
| +0.4% | +$1.88K |
2025 Q1
6 quarters
|
|
189
Eaton
ETN
$133B
| $433K | 0.03% |
1,007
+31
| +3% | +$12.9K |
2024 Q2
9 quarters
|
|
190
Invitation Homes
INVH
$15.6B
| $430K | 0.03% |
16,314
+4,088
| +33% | +$119K |
2026 Q2
1 quarter
|
|
191
iShares Yield Optimized Bond ETF
BYLD
$423M
| $430K | 0.03% |
19,940
+13
| +0.1% | +$289 |
2017 Q4
35 quarters
|
|
192
Synchrony
SYF
$24B
| $428K | 0.03% |
6,030
+121
| +2% | +$9.21K |
2024 Q4
7 quarters
|
|
193
Equinix
EQIX
$100B
| $426K | 0.03% |
422
+12
| +3% | +$12.5K |
2026 Q1
2 quarters
|
|
194
Intuit
INTU
$91.3B
| $425K | 0.03% |
1,543
+365
| +31% | +$115K |
2024 Q4
7 quarters
|
|
195
Synopsys
SNPS
$86.3B
| $423K | 0.03% |
973
-46
| -5% | -$18.8K |
2026 Q2
1 quarter
|
|
196
Teradyne
TER
$34.1B
| $422K | 0.03% |
1,053
-180
| -15% | -$66.4K |
2025 Q4
3 quarters
|
|
197
Emcor
EME
$26.6B
| $422K | 0.03% |
559
+103
| +23% | +$79.4K |
2025 Q2
5 quarters
|
|
198
Zoom
ZM
$26.2B
| $421K | 0.03% |
4,638
-77
| -2% | -$7.34K |
2024 Q3
8 quarters
|
|
199
Danaher
DHR
$162B
| $420K | 0.03% |
1,895
-411
| -18% | -$84.4K |
2025 Q3
4 quarters
|
|
200
Amgen
AMGN
$249B
| $418K | 0.03% |
992
+113
| +13% | +$45K |
2025 Q1
6 quarters
|
|
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SYM Financial Corp's Q3 2026 Portfolio in Review
As of Q3 2026, SYM Financial Corp held 609 positions worth $1.31B, up 5.6% from $1.24B the previous quarter. Its ten largest holdings account for 74% of the portfolio.
SYM Financial Corp deployed $70.7M of net new capital in Q3 2026, opening 78 new positions and adding to 251 existing holdings. Its largest new stake was Stoke Therapeutics: 60,071 shares worth $1.56M.
By sector, the portfolio is most concentrated in Miscellaneous at 79% of assets, down from 80% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Lakeland Financial Corp, an estimated $486K trimmed.
- SYM Financial Corp's largest Q3 2026 buy was Stoke Therapeutics: 60,071 shares worth $1.56M.
- SYM Financial Corp added most to Dimensional US Core Equity Market ETF in Q3 2026, an estimated $35.5M increase.
- SYM Financial Corp's biggest Q3 2026 reduction was Lakeland Financial Corp, cutting an estimated $486K.
- SYM Financial Corp fully exited DraftKings in Q3 2026, selling an estimated $372K.
- SYM Financial Corp's ten largest holdings make up 74% of its $1.31B portfolio in Q3 2026.
- SYM Financial Corp opened 78 new positions and closed 85 in Q3 2026.
- SYM Financial Corp's portfolio value rose 5.6% quarter-over-quarter to $1.31B.
Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.