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SFC

SYM Financial Corp Portfolio holdings

AUM $1B
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.91M
3
+$2.69M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.51M
5
URTH icon
iShares MSCI World ETF
URTH
+$984K

Top Sells

1
+$3.6M
2
+$785K
3
+$398K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$393K
5
ORCL icon
Oracle
ORCL
+$360K

Sector Composition

1 Technology 6.04%
2 Financials 2.82%
3 Materials 2.81%
4 Healthcare 2.4%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BTI icon
226
British American Tobacco
BTI
$135B
$296K 0.03%
5,060
+1,412
LECO icon
227
Lincoln Electric
LECO
$14.1B
$295K 0.03%
1,186
+33
RGLD icon
228
Royal Gold
RGLD
$17.6B
$295K 0.03%
1,158
-14
HII icon
229
Huntington Ingalls Industries
HII
$11.7B
$293K 0.03%
770
DISV icon
230
Dimensional International Small Cap Value ETF
DISV
$4.82B
$288K 0.03%
7,314
MDT icon
231
Medtronic
MDT
$103B
$288K 0.03%
3,323
-1,916
GRMN icon
232
Garmin
GRMN
$45.9B
$287K 0.03%
1,239
+168
GLW icon
233
Corning
GLW
$154B
$287K 0.03%
+2,111
USMV icon
234
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
$286K 0.03%
3,081
+104
CCK icon
235
Crown Holdings
CCK
$11.1B
$284K 0.03%
2,829
+4
ETR icon
236
Entergy
ETR
$50.9B
$282K 0.03%
2,513
+34
MOH icon
237
Molina Healthcare
MOH
$10.4B
$281K 0.03%
+2,111
CIEN icon
238
Ciena
CIEN
$63.1B
$280K 0.03%
721
-832
AXS icon
239
AXIS Capital
AXS
$7.48B
$276K 0.03%
2,725
+139
VLY icon
240
Valley National Bancorp
VLY
$8.11B
$274K 0.03%
22,336
+31
NTRS icon
241
Northern Trust
NTRS
$32.3B
$274K 0.03%
1,962
+35
IVE icon
242
iShares S&P 500 Value ETF
IVE
$48B
$272K 0.03%
1,286
ACN icon
243
Accenture
ACN
$105B
$271K 0.03%
1,369
-749
AEP icon
244
American Electric Power
AEP
$70.3B
$270K 0.03%
2,063
+69
PFE icon
245
Pfizer
PFE
$149B
$265K 0.03%
9,424
+459
ALL icon
246
Allstate
ALL
$57.1B
$262K 0.03%
1,264
+176
AMGN icon
247
Amgen
AMGN
$192B
$261K 0.03%
743
+43
CHRW icon
248
C.H. Robinson
CHRW
$22.8B
$261K 0.03%
+1,572
CG icon
249
Carlyle Group
CG
$16.5B
$260K 0.03%
5,382
+83
UBER icon
250
Uber
UBER
$140B
$259K 0.03%
3,598
+814
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