SFC

SYM Financial Corp Portfolio holdings

AUM $812M
This Quarter Return
+1.38%
1 Year Return
+3.7%
3 Year Return
+10.5%
5 Year Return
+103.76%
10 Year Return
AUM
$812M
AUM Growth
+$38.1M
Cap. Flow
+$31.6M
Cap. Flow %
3.89%
Top 10 Hldgs %
74.44%
Holding
394
New
61
Increased
141
Reduced
103
Closed
42
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$233K0.03% 3,177
-70
-2%
-$5.14K
$233K0.03% 61
-6
-9%
-$22.9K
$232K0.03% 26,102
+4,547
+21%
+$40.4K
$231K0.03% 10,163
-6,485
-39%
-$147K
$230K0.03% 8,101
-4,404
-35%
-$125K
$229K0.03%
+6,905
New
+$229K
$229K0.03% 4,319
+30
+0.7%
+$1.59K
$229K0.03%
+5,417
New
+$229K
$228K0.03% 2,012
-275
-12%
-$31.1K
$226K0.03%
+2,886
New
+$226K
$225K0.03%
+4,457
New
+$225K
$224K0.03% 681
-175
-20%
-$57.6K
$224K0.03%
+4,023
New
+$224K
$223K0.03% 822
+47
+6%
+$12.8K
$223K0.03% 1,530
-23
-1%
-$3.36K
$223K0.03% 2,488
-1
-0%
-$90
$219K0.03%
+977
New
+$219K
$217K0.03%
+1,320
New
+$217K
$216K0.03%
+2,522
New
+$216K
$215K0.03%
+3,085
New
+$215K
$215K0.03% 4,243
-26
-0.6%
-$1.32K
$214K0.03%
+1,624
New
+$214K
$214K0.03%
+493
New
+$214K
$214K0.03% 5,256
+209
+4%
+$8.52K
$213K0.03%
+661
New
+$213K