SFC

SYM Financial Corp Portfolio holdings

AUM $812M
AUM
$812M
AUM Growth
+$38.1M
Cap. Flow
+$38.1M
Cap. Flow %
4.69%
Top 10 Hldgs %
74.44%
Holding
394
New
61
Increased
141
Reduced
103
Closed
42

Top Buys

1
$4.91M
2
$4.79M
3
$4.18M
4
$1.76M
5
$1.22M

Top Sells

1
$979K
2
$439K
3
$389K
4
$387K
5
$370K

Sector Composition

1Technology6.06%
2Healthcare2.75%
3Materials2.66%
4Financials2.46%
5Consumer Discretionary1.91%
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
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