SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$973M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.03M
3
+$1.5M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$992K

Top Sells

1
+$3.26M
2
+$1.59M
3
+$723K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$543K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$456K

Sector Composition

1 Technology 6.69%
2 Financials 2.78%
3 Healthcare 2.66%
4 Consumer Discretionary 1.96%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FERG icon
226
Ferguson
FERG
$53B
$300K 0.03%
1,348
-37
LNC icon
227
Lincoln National
LNC
$7.18B
$299K 0.03%
6,712
+55
GSK icon
228
GSK
GSK
$108B
$296K 0.03%
6,040
-17
EVRG icon
229
Evergy
EVRG
$18.8B
$293K 0.03%
4,038
+14
TXT icon
230
Textron
TXT
$15.4B
$293K 0.03%
3,357
+559
CCK icon
231
Crown Holdings
CCK
$11.4B
$291K 0.03%
2,825
-419
ALNY icon
232
Alnylam Pharmaceuticals
ALNY
$41.2B
$290K 0.03%
729
+54
MTZ icon
233
MasTec
MTZ
$30.4B
$289K 0.03%
1,331
NBIX icon
234
Neurocrine Biosciences
NBIX
$12.8B
$289K 0.03%
2,039
+281
TYL icon
235
Tyler Technologies
TYL
$14.5B
$288K 0.03%
635
+46
DASH icon
236
DoorDash
DASH
$75.8B
$285K 0.03%
1,257
-746
MT icon
237
ArcelorMittal
MT
$44.9B
$285K 0.03%
6,244
+411
COP icon
238
ConocoPhillips
COP
$148B
$284K 0.03%
3,031
+253
MANH icon
239
Manhattan Associates
MANH
$8.42B
$282K 0.03%
1,629
-95
EXEL icon
240
Exelixis
EXEL
$11.4B
$281K 0.03%
6,414
+1,075
ADSK icon
241
Autodesk
ADSK
$49.6B
$281K 0.03%
948
+248
BBY icon
242
Best Buy
BBY
$12.4B
$281K 0.03%
4,192
+1,376
USMV icon
243
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$280K 0.03%
2,977
+168
ZS icon
244
Zscaler
ZS
$21.6B
$280K 0.03%
1,244
-132
XLY icon
245
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$279K 0.03%
2,336
-622
DISV icon
246
Dimensional International Small Cap Value ETF
DISV
$4.58B
$278K 0.03%
7,314
-353
FTNT icon
247
Fortinet
FTNT
$63.4B
$277K 0.03%
3,490
+750
AXS icon
248
AXIS Capital
AXS
$7.37B
$277K 0.03%
2,586
+20
CRH icon
249
CRH
CRH
$78B
$276K 0.03%
2,214
+51
LECO icon
250
Lincoln Electric
LECO
$14.3B
$276K 0.03%
1,153
+42
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