Portfolio (Quarterly)
Guide ↗
SYM FINANCIAL Corp
· CIK 0000764739| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 1,080 | $723K | 0.08% | SOLD |
| 2 | MOH | MOLINA HEALTHCARE INC | Healthcare | 1,904 | $364K | 0.04% | SOLD |
| 3 | EPD | ENTERPRISE PRODS PARTNERS L | Energy | 11,375 | $356K | 0.04% | SOLD |
| 4 | DD | DUPONT DE NEMOURS INC | Basic Materials | 4,452 | $347K | 0.04% | SOLD |
| 5 | ARE | ALEXANDRIA REAL ESTATE EQ IN | Real Estate | 4,159 | $347K | 0.04% | SOLD |
| 6 | LYV | LIVE NATION ENTERTAINMENT IN | Communication Services | 1,893 | $309K | 0.03% | SOLD |
| 7 | OZK | BANK OZK LITTLE ROCK ARK | Financial Services | 5,880 | $300K | 0.03% | SOLD |
| 8 | WDAY | WORKDAY INC | Technology | 1,202 | $289K | 0.03% | SOLD |
| 9 | TXN | TEXAS INSTRS INC | Technology | 1,499 | $275K | 0.03% | SOLD |
| 10 | ARW | ARROW ELECTRS INC | Technology | 2,181 | $264K | 0.03% | SOLD |
| 11 | BIIB | BIOGEN INC | Healthcare | 1,695 | $237K | 0.03% | SOLD |
| 12 | NTNX | NUTANIX INC | Technology | 3,156 | $235K | 0.03% | SOLD |
| 13 | ASH | ASHLAND INC | Basic Materials | 4,858 | $233K | 0.03% | SOLD |
| 14 | ZBH | ZIMMER BIOMET HOLDINGS INC | Healthcare | 2,349 | $231K | 0.03% | SOLD |
| 15 | WING | WINGSTOP INC | Consumer Cyclical | 891 | $224K | 0.02% | SOLD |
| 16 | MSCI | MSCI INC | Financial Services | 390 | $221K | 0.02% | SOLD |
| 17 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 936 | $215K | 0.02% | SOLD |
| 18 | APP | APPLOVIN CORP | Technology | 297 | $213K | 0.02% | SOLD |
| 19 | CGGO | CAPITAL GROUP GBL GROWTH EQT | — | 6,220 | $213K | 0.02% | SOLD |
| 20 | DELL | DELL TECHNOLOGIES INC | Technology | 1,496 | $212K | 0.02% | SOLD |
Sector Allocation
Technology
31.6%
Financial Services
14.4%
Healthcare
12.5%
Consumer Cyclical
9.1%
Industrials
8.9%
Basic Materials
8.1%
Communication Services
6.5%
Consumer Defensive
3.8%
Energy
2.7%
Utilities
2.3%