Sym Financial Corporation Buys SPDR S&P 500 ETF Trust, iShares Edge MSCI Min Volatility USA ETF, iShares Edge MSCI USA Momentum Factor ETF, Sells Vanguard Total Stock Market ETF, Apple Inc, SPDR® Nuveen Bloomberg Barclays High Yield Munici

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Feb 11, 2020
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Investment company Sym Financial Corporation (Current Portfolio) buys SPDR S&P 500 ETF Trust, iShares Edge MSCI Min Volatility USA ETF, iShares Edge MSCI USA Momentum Factor ETF, Vanguard Intermediate-Term Corporate Bond ETF, Vanguard Dividend Appreciation ETF, sells Vanguard Total Stock Market ETF, Apple Inc, SPDR® Nuveen Bloomberg Barclays High Yield Munici, SPDR S&P Biotech ETF, SPDR S&P Oil & Gas Exploration & Production ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Sym Financial Corporation. As of 2019Q4, Sym Financial Corporation owns 76 stocks with a total value of $144 million. These are the details of the buys and sells.

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
  1. Schwab U.S. Broad MarketETF (SCHB) - 400,827 shares, 21.47% of the total portfolio.
  2. DuPont de Nemours Inc (DD) - 449,169 shares, 20.09% of the total portfolio. Shares reduced by 0.8%
  3. Vanguard Total Stock Market ETF (VTI) - 167,906 shares, 19.14% of the total portfolio. Shares reduced by 20.63%
  4. Dow Inc (DOW) - 449,182 shares, 17.13% of the total portfolio. Shares reduced by 0.8%
  5. Corteva Inc (CTVA) - 447,258 shares, 9.21% of the total portfolio. Shares reduced by 0.81%
New Purchase: iShares Edge MSCI Min Volatility USA ETF (USMV)

Sym Financial Corporation initiated holding in iShares Edge MSCI Min Volatility USA ETF. The purchase prices were between $62.68 and $65.67, with an estimated average price of $64.26. The stock is now traded at around $68.98. The impact to a portfolio due to this purchase was 0.24%. The holding were 5,358 shares as of .

New Purchase: iShares Edge MSCI USA Momentum Factor ETF (MTUM)

Sym Financial Corporation initiated holding in iShares Edge MSCI USA Momentum Factor ETF. The purchase prices were between $115.87 and $125.91, with an estimated average price of $121.53. The stock is now traded at around $135.14. The impact to a portfolio due to this purchase was 0.21%. The holding were 2,415 shares as of .

New Purchase: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Sym Financial Corporation initiated holding in Vanguard Intermediate-Term Corporate Bond ETF. The purchase prices were between $90.42 and $91.79, with an estimated average price of $91.19. The stock is now traded at around $93.01. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,981 shares as of .

New Purchase: Vanguard Dividend Appreciation ETF (VIG)

Sym Financial Corporation initiated holding in Vanguard Dividend Appreciation ETF. The purchase prices were between $116.11 and $125.07, with an estimated average price of $121.11. The stock is now traded at around $129.69. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,705 shares as of .

New Purchase: iShares MBS ETF (MBB)

Sym Financial Corporation initiated holding in iShares MBS ETF. The purchase prices were between $107.72 and $108.39, with an estimated average price of $108.03. The stock is now traded at around $108.78. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,459 shares as of .

New Purchase: iShares MSCI EAFE ETF (EFA)

Sym Financial Corporation initiated holding in iShares MSCI EAFE ETF. The purchase prices were between $62.55 and $69.64, with an estimated average price of $66.97. The stock is now traded at around $69.65. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,524 shares as of .

Added: SPDR S&P 500 ETF Trust (SPY)

Sym Financial Corporation added to a holding in SPDR S&P 500 ETF Trust by 157.06%. The purchase prices were between $288.06 and $322.94, with an estimated average price of $308.48. The stock is now traded at around $336.68. The impact to a portfolio due to this purchase was 0.26%. The holding were 1,874 shares as of .

Added: iShares Core S&P Small-Cap ETF (IJR)

Sym Financial Corporation added to a holding in iShares Core S&P Small-Cap ETF by 381.05%. The purchase prices were between $74.68 and $84.14, with an estimated average price of $80.19. The stock is now traded at around $83.57. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,929 shares as of .

Added: iShares MSCI EAFE Value ETF (EFV)

Sym Financial Corporation added to a holding in iShares MSCI EAFE Value ETF by 868.29%. The purchase prices were between $45.06 and $50.2, with an estimated average price of $48.32. The stock is now traded at around $49.19. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,985 shares as of .

Sold Out: SPDR® Nuveen Bloomberg Barclays High Yield Munici (HYMB)

Sym Financial Corporation sold out a holding in SPDR® Nuveen Bloomberg Barclays High Yield Munici. The sale prices were between $58.11 and $58.82, with an estimated average price of $58.49.

Sold Out: SPDR S&P Biotech ETF (XBI)

Sym Financial Corporation sold out a holding in SPDR S&P Biotech ETF. The sale prices were between $74.72 and $98.46, with an estimated average price of $86.97.

Sold Out: SPDR S&P Oil & Gas Exploration & Production ETF (XOP)

Sym Financial Corporation sold out a holding in SPDR S&P Oil & Gas Exploration & Production ETF. The sale prices were between $20.04 and $23.79, with an estimated average price of $21.69.



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