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Crystal L. Allen

Sym Financial Corp

Assets Managed
$1.001B
Holdings
414
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
2.83%(2Q avg: 3.48%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Sym Financial Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 414 positions.

Assets under management

The assets under management (AUM) of Sym Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.001B in assets, with a quarterly growth rate of 2.83% and a 2-quarter average growth rate of 3.48%. The portfolio is managed by Crystal L. Allen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAI
Dimensional International Co
Recent Activity
Decreased -1.36%
25.38%
$253.96M
6.518M shares@ $38.96 avg price
NTSI
Wisdomtree International Eff
Recent Activity
Increased 0.22%
10.74%
$107.442M
2.441M shares@ $44.01 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 1.45%
10.45%
$104.522M
567,194 shares@ $184.28 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 8.23%
8.87%
$88.753M
276,653 shares@ $320.82 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 4.78%
8.53%
$85.302M
3.723M shares@ $22.91 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -0.01%
2.99%
$29.919M
1.192M shares@ $25.1 avg price
DOW
Dow Inc
Recent Activity
Increased 0.59%
2.3%
$22.981M
551,771 shares@ $41.65 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
1.6%
$15.992M
207,396 shares@ $77.12 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.54%
1.32%
$13.155M
51,834 shares@ $253.8 avg price
VIOV
Vanguard S&p Small-cap 600 V
Recent Activity
Decreased -3.14%
1.19%
$11.869M
116,656 shares@ $101.74 avg price

1-10 of 414