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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
9
0
0
0
0
0
3
0
0
SYM FINANCIAL CORPORATION

Time Period2019-03-31

Total Holdings66

Total Value ($x1000)158,109
Activities
New3

Increased9

Unchanged24

Decreased30

Sold Out17

Top 10 Stock Holdingstotal 92.98%
DWDP45.52

VTI21.17

SCHB17.25

VT2.6

DWMF1.73

 
VLUE1.26

VFMF1.02

IHDG1.01

LLY0.84

ACWI0.58

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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DWDP
45.52%
COM
VTI
21.17%
TOTAL STK MKT
SCHB
17.25%
US BRD MKT ETF
VT
2.6%
TT WRLD ST ETF
DWMF
1.73%
INTK MLTIFACTR
VLUE
1.26%
MSCI USAVALFCT
VFMF
1.02%
US MULTIFACTOR
IHDG
1.01%
ITL HDG DIV GT
LLY
0.84%
COM
ACWI
0.58%
MSCI ACWI ETF
MINT
0.35%
ENHAN SHRT MAT
AAPL
0.34%
COM
ISCF
0.33%
MSCI INT SMLCP
XOM
0.3%
COM
JPEU
0.3%
DIV RTN EU ETF
MSFT
0.29%
COM
PTY
0.26%
COM
MMM
0.24%
COM
ACWF
0.21%
FCTSL MSCI GLB
BYLD
0.21%
YLD OPTIM BD
ADP
0.2%
COM
T
0.19%
COM
INTF
0.19%
FCTSL MSCI INT
YYY
0.18%
YLD SHS HGH INC
QYLD
0.18%
NASDAQ 100 COVER
JNJ
0.18%
COM
FGB
0.17%
COM BEN INTR
IVLU
0.16%
DEV VAL FACTOR
XLE
0.16%
SBI INT-ENERGY
EMMF
0.16%
EMGRING MKTS
TOTL
0.15%
SPDR TR TACTIC
CVX
0.14%
COM
ZMH
0.14%
COM
INTC
0.14%
COM
SPY
0.13%
TR UNIT
GE
0.11%
COM
IWW
0.11%
RUS 3000 VAL ETF
AGG
0.1%
CORE TOTUSBD ETF
SMLF
0.1%
MSCI USA SMLCP
VGT
0.1%
INF TECH ETF
MUB
0.1%
NAT AMT FREE BD
AMLP
0.09%
ALERIAN MLP
HYMB
0.09%
NUV HGHYLD MUN
JPIN
0.08%
DIV RTN INT EQ
IWB
0.08%
RUS 1000 ETF
XLY
0.08%
SBI CONS DISCR
VIS
0.07%
INDUSTRIAL ETF
JPEM
0.07%
DIV RTN EM EQT
ICF
0.06%
COHEN&STEER REIT
SCHA
0.06%
US SML CAP ETF
XLV
0.05%
SBI HEALTHCARE
IVW
0.04%
S&P 500 GRWT ETF
IWM
0.04%
RUSSELL 2000 ETF
XLF
0.03%
SBI INT-FINL
IWP
0.03%
RUS MD CP GR ETF
FXI
0.03%
CHINA LG-CAP ETF
HYG
0.03%
IBOXX HI YD ETF
IYE
0.03%
U.S. ENERGY ETF
IWS
0.03%
RUS MDCP VAL ETF
XOP
0.02%
S&P OILGAS EXP
IWF
0.02%
RUS 1000 GRW ETF
IWO
0.02%
RUS 2000 GRW ETF
IJR
0.02%
CORE S&P SCP ETF
XBI
0.02%
S&P BIOTECH
XLI
0.01%
SBI INT-INDS
EFV
0.01%
EAFE VALUE ETF
ACWV
0.44%
CNTRY MIN VL ETF
VGK
0.16%
FTSE EUROPE ETF
MTUM
0.1%
MSCI USAMOMFCT
VONV
0.09%
VNG RUS1000VAL
GLD
0.08%
GOLD SHS
EEM
0.03%
MSCI EMG MKT ETF
IBB
0.01%
NASDQ BIOTEC ETF
XLRE
0.01%
RL EST SEL SEC
VOO
0.01%
SHS
IJK
0.01%
S&P MC 400GR ETF
IJJ
0.01%
S&P MC 400VL ETF
VTV
< 0.01%
VALUE ETF
ITA
< 0.01%
U.S. AER&DEF ETF
EFA
< 0.01%
MSCI EAFE ETF
VB
< 0.01%
SMALL CP ETF
VOE
< 0.01%
MCAP VL IDXVIP
VBR
< 0.01%
SM CP VAL ETF