Sym Financial Corp Portfolio Holdings
Sym Financial Corp
- $769 Million
- Q4 2024
Sym Financial Corp has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $769 Million distributed in 333 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $194M, Wisdomtree Tr Intl Efficient C with a value of $83.1M, Vanguard Mid Cap Value Index F with a value of $82.3M, Ishares U.S. Treasury Bond ETF with a value of $70.8M, and Vanguard Total Stock Market Et with a value of $68.7M.
Examining the 13F form we can see an increase of $23.7M in the current position value, from $745M to 769M.
Below you can find more details about Sym Financial Corp portfolio as well as his latest detailed transactions.
Portfolio value
$769 Million
ETFs: $613 Million
Technology: $50.5 Million
Basic Materials: $22.9 Million
Consumer Cyclical: $18 Million
Financial Services: $17.8 Million
Healthcare: $15.5 Million
Communication Services: $10.1 Million
Industrials: $8.14 Million
Other: $12.7 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 333
- Current Value $769 Million
- Prior Value $745 Million
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 101 stocks
- Additional Purchases 142 stocks
- Sold out of 0 stocks
- Reduced holdings in 44 stocks