Long-term investor
Sym Financial Corp. @symfinancialcorp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000764739).
Record
- Tracked since 2025-06-30 (446 days), 22 trades recorded
- Returns: week n/a · month n/a · 90 days +6.9% · 6 months n/a · 1 year +16.0% · all +16.0%
- Max drawdown n/a · win rate 18% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V203 · 22.3% · long · since 2025-06-30
- 25434V104 · 12.6% · long · since 2025-06-30
- 97717Y634 · 9.2% · long · since 2025-06-30
- 922908512 · 9.0% · long · since 2025-06-30
- 922908769 · 8.0% · long · since 2025-06-30
- 46429B267 · 7.0% · long · since 2025-06-30
- 808524102 · 2.8% · long · since 2025-06-30
- DOW · 1.2% · long · since 2025-06-30
- AAPL · 1.1% · long · since 2025-06-30
- 921932778 · 1.1% · long · since 2025-06-30
- 921909768 · 0.9% · long · since 2025-06-30
- NVDA · 0.9% · long · since 2025-06-30