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Home > Institutional Investor > Sym Financial Corporation > Profile

Instuitional Investor - Sym Financial Corporation

Fund Profile
Filing Period:
Fund Name: Sym Financial Corporation
Portfolio Value $1,244,071,050
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 6,729,230 $277,580,741 22.31%
2.
Dimensional Etf Trust
 DFAC 3,036,703 $156,967,173 12.62%
3.
Wisdomtree Tr
 2,462,956 $114,773,750 9.23%
4.
Vanguard Index Fds
 569,031 $112,440,443 9.04%
5.
Vanguard Index Fds
 269,521 $99,733,675 8.02%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.