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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 | |
|---|---|---|---|---|---|---|
176
General Dynamics
GD
$97.4B
| $379K | 0.04% |
1,103
+75
|
|
||
177
Synchrony
SYF
$24.7B
| $378K | 0.04% |
5,557
+417
|
|
||
178
Goldman Sachs
GS
$314B
| $376K | 0.04% |
444
+13
|
|
||
179
ConocoPhillips
COP
$143B
| $374K | 0.04% |
2,835
-196
|
|
||
180
Mizuho Financial
MFG
$118B
| $372K | 0.04% |
46,877
+2,387
|
|
||
181
Teradyne
TER
$63.1B
| $367K | 0.04% |
1,238
+180
|
|
||
182
Zoom
ZM
$27.5B
| $366K | 0.04% |
4,549
-1,739
|
|
||
183
VeriSign
VRSN
$25.5B
| $363K | 0.04% |
1,460
-42
|
|
||
184
Capital One
COF
$115B
| $361K | 0.04% |
1,981
-3
|
|
||
185
Salesforce
CRM
$136B
| $359K | 0.04% |
1,921
+466
|
|
||
186
Federated Hermes
FHI
$4.42B
| $353K | 0.04% |
6,232
+27
|
|
||
187
United Parcel Service
UPS
$91.9B
| $348K | 0.03% |
3,541
-65
|
|
||
188
State Street
STT
$46.4B
| $348K | 0.03% |
2,752
+124
|
|
||
189
Philip Morris
PM
$287B
| $348K | 0.03% |
2,103
+90
|
|
||
190
O'Reilly Automotive
ORLY
$75.4B
| $347K | 0.03% |
3,756
-955
|
|
||
191
Evergy
EVRG
$19.3B
| $347K | 0.03% |
4,230
+192
|
|
||
192
Cigna
CI
$78.8B
| $345K | 0.03% |
+1,294
|
|
||
193
NatWest
NWG
$66B
| $345K | 0.03% |
23,149
+28
|
|
||
194
Natera
NTRA
$30.4B
| $344K | 0.03% |
1,722
-117
|
|
||
|
SCHW
195
DELISTED
Charles Schwab
SCHW
| $343K | 0.03% |
3,648
+301
|
|
||
196
Eaton
ETN
$152B
| $342K | 0.03% |
957
+152
|
|
||
197
Trane Technologies
TT
$101B
| $342K | 0.03% |
820
-185
|
|
||
198
Howmet Aerospace
HWM
$106B
| $341K | 0.03% |
1,478
-536
|
|
||
199
ArcelorMittal
MT
$53.8B
| $340K | 0.03% |
6,541
+297
|
|
||
200
Texas Instruments
TXN
$274B
| $339K | 0.03% |
+1,748
|
|