Portfolio (Quarterly)
Guide ↗
SYM FINANCIAL Corp
· CIK 0000764739| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | AEE | AMEREN CORP | Utilities | 1,996 | $208K | 0.02% | SOLD |
| 22 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 1,561 | $208K | 0.02% | SOLD |
| 23 | J | JACOBS SOLUTIONS INC | Industrials | 1,367 | $205K | 0.02% | SOLD |
| 24 | POOL | POOL CORP | Industrials | 653 | $202K | 0.02% | SOLD |
| 25 | STM | STMICROELECTRONICS N V | Technology | 7,126 | $201K | 0.02% | SOLD |
| 26 | ALLE | ALLEGION PLC | Industrials | 1,134 | $201K | 0.02% | SOLD |
| 27 | GTM | ZOOMINFO TECHNOLOGIES INC | Technology | 11,051 | $121K | 0.01% | SOLD |
| 28 | SPMD | SPDR SERIES TRUST | — | 2,000 | $114K | 0.01% | SOLD |
| 29 | — | AMCOR PLC | — | 13,253 | $108K | 0.01% | SOLD |
| 30 | — | AEGON LTD | — | 11,388 | $91K | 0.01% | SOLD |
| 31 | FINV | FINVOLUTION GROUP | Financial Services | 11,798 | $87K | 0.01% | SOLD |
| 32 | SDY | SPDR SERIES TRUST | — | 553 | $77K | 0.01% | SOLD |
| 33 | HYG | ISHARES TR | — | 371 | $30K | 0.00% | SOLD |
| 34 | PFF | ISHARES TR | — | 789 | $25K | 0.00% | SOLD |
| 35 | IXJ | ISHARES TR | — | 247 | $22K | 0.00% | SOLD |
| 36 | IBB | ISHARES TR | — | 127 | $18K | 0.00% | SOLD |
| 37 | SPTM | SPDR SERIES TRUST | — | 173 | $14K | 0.00% | SOLD |
| 38 | SHV | ISHARES TR | — | 110 | $12K | 0.00% | SOLD |
| 39 | USMV CALL | ISHARES TR | — | 100 | $10K | 0.00% | SOLD |
| 40 | SPAB | SPDR SERIES TRUST | — | 318 | $8K | 0.00% | 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%