- New Purchases: SCHO, LNC, JPM, VXUS, AMZN, EEM, IYC, IGF, VNQ, SCHR,
- Added Positions: DOW, VT, LLY, ACWI, GE, VEU, AGG, MSFT, HYG, IWM, JPIN,
- Reduced Positions: VTI, CTVA, TCF, IJR, INTC, JNJ, SPY, VGT, IJH, AAPL, PTY, AMLP, EFV, XLV, FGB, XLY,
- Sold Out: USMV, MTUM, VCIT, CVX, XOM, WMT, ZBH, LMT, VIG, BRK.B, MBB, EFA, XLF, VONV, EMB, XLI, VCSH, XLK, XLP, SUB, TLT, IEF, XLC, XLU, VPL, VMBS, SOXX, MXI, IXP, IXG, IEUR,
For the details of SYM FINANCIAL CORPORATION's stock buys and sells, go to https://www.gurufocus.com/guru/sym+financial+corporation/current-portfolio/portfolio
These are the top 5 holdings of SYM FINANCIAL CORPORATION- Schwab U.S. Broad Market (SCHB) - 400,827 shares, 25.78% of the total portfolio.
- Vanguard Total Stock Market (VTI) - 131,345 shares, 18.02% of the total portfolio. Shares reduced by 21.77%
- Dow Inc (DOW) - 534,202 shares, 16.63% of the total portfolio. Shares added by 18.93%
- DuPont de Nemours Inc (DD) - 449,119 shares, 16.30% of the total portfolio. Shares reduced by 0.01%
- Corteva Inc (CTVA) - 259,830 shares, 6.50% of the total portfolio. Shares reduced by 41.91%
Sym Financial Corporation initiated holding in Schwab Short-Term U.S. Treasury. The purchase prices were between $50.48 and $51.73, with an estimated average price of $50.91. The stock is now traded at around $51.69. The impact to a portfolio due to this purchase was 1.18%. The holding were 21,379 shares as of .
New Purchase: Lincoln National Corp (LNC)Sym Financial Corporation initiated holding in Lincoln National Corp. The purchase prices were between $17.06 and $61.17, with an estimated average price of $48.04. The stock is now traded at around $32.78. The impact to a portfolio due to this purchase was 0.27%. The holding were 9,737 shares as of .
New Purchase: JPMorgan Chase & Co (JPM)Sym Financial Corporation initiated holding in JPMorgan Chase & Co. The purchase prices were between $79.03 and $141.09, with an estimated average price of $122.27. The stock is now traded at around $95.21. The impact to a portfolio due to this purchase was 0.26%. The holding were 2,726 shares as of .
New Purchase: Vanguard Total International Stock (VXUS)Sym Financial Corporation initiated holding in Vanguard Total International Stock. The purchase prices were between $36.75 and $56.64, with an estimated average price of $51.24. The stock is now traded at around $44.86. The impact to a portfolio due to this purchase was 0.24%. The holding were 5,435 shares as of .
New Purchase: Amazon.com Inc (AMZN)Sym Financial Corporation initiated holding in Amazon.com Inc. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2321.42. The impact to a portfolio due to this purchase was 0.23%. The holding were 111 shares as of .
New Purchase: iShares MSCI Emerging Index Fund (EEM)Sym Financial Corporation initiated holding in iShares MSCI Emerging Index Fund. The purchase prices were between $30.61 and $46.3, with an estimated average price of $41.03. The stock is now traded at around $36.40. The impact to a portfolio due to this purchase was 0.03%. The holding were 811 shares as of .
Added: Vanguard Total World Stock Index (VT)Sym Financial Corporation added to a holding in Vanguard Total World Stock Index by 49.19%. The purchase prices were between $54.48 and $83.17, with an estimated average price of $76. The stock is now traded at around $68.54. The impact to a portfolio due to this purchase was 1.67%. The holding were 75,994 shares as of .
Added: Eli Lilly and Co (LLY)Sym Financial Corporation added to a holding in Eli Lilly and Co by 28.78%. The purchase prices were between $119.05 and $147.35, with an estimated average price of $137.4. The stock is now traded at around $158.87. The impact to a portfolio due to this purchase was 0.2%. The holding were 5,974 shares as of .
Added: General Electric Co (GE)Sym Financial Corporation added to a holding in General Electric Co by 101.49%. The purchase prices were between $6.11 and $13.16, with an estimated average price of $10.75. The stock is now traded at around $6.66. The impact to a portfolio due to this purchase was 0.1%. The holding were 22,202 shares as of .
Added: Vanguard FTSE All World Ex US (VEU)Sym Financial Corporation added to a holding in Vanguard FTSE All World Ex US by 530.51%. The purchase prices were between $35.86 and $54.78, with an estimated average price of $49.6. The stock is now traded at around $43.57. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,087 shares as of .
Added: iShares iBoxx $ High Yield Corporate Bond (HYG)Sym Financial Corporation added to a holding in iShares iBoxx $ High Yield Corporate Bond by 76.85%. The purchase prices were between $68.29 and $87.58, with an estimated average price of $83.68. The stock is now traded at around $78.55. The impact to a portfolio due to this purchase was 0.03%. The holding were 909 shares as of .
Added: iShares Russell 2000 (IWM)Sym Financial Corporation added to a holding in iShares Russell 2000 by 64.34%. The purchase prices were between $99.52 and $168.88, with an estimated average price of $148.55. The stock is now traded at around $127.73. The impact to a portfolio due to this purchase was 0.03%. The holding were 613 shares as of .
Sold Out: iShares Edge MSCI Min Vol USA (USMV)Sym Financial Corporation sold out a holding in iShares Edge MSCI Min Vol USA. The sale prices were between $46.61 and $69.67, with an estimated average price of $63.87.
Sold Out: iShares Edge MSCI USA Momentum Factor (MTUM)Sym Financial Corporation sold out a holding in iShares Edge MSCI USA Momentum Factor. The sale prices were between $90.36 and $137.08, with an estimated average price of $124.42.
Sold Out: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)Sym Financial Corporation sold out a holding in Vanguard Intermediate-Term Corporate Bond ETF. The sale prices were between $79.78 and $94.82, with an estimated average price of $91.21.
Sold Out: Walmart Inc (WMT)Sym Financial Corporation sold out a holding in Walmart Inc. The sale prices were between $104.05 and $122.58, with an estimated average price of $115.48.
Sold Out: Chevron Corp (CVX)Sym Financial Corporation sold out a holding in Chevron Corp. The sale prices were between $54.22 and $121.43, with an estimated average price of $99.58.
Sold Out: Exxon Mobil Corp (XOM)Sym Financial Corporation sold out a holding in Exxon Mobil Corp. The sale prices were between $31.45 and $70.9, with an estimated average price of $55.73.
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