SFC

SYM Financial Corp Portfolio holdings

AUM $893M
1-Year Est. Return 14%
This Quarter Est. Return
1 Year Est. Return
+14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$627M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.07M
3
+$2.76M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.31M
5
AAPL icon
Apple
AAPL
+$1.28M

Top Sells

1
+$7.18M
2
+$3.83M
3
+$1.92M
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$831K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$749K

Sector Composition

1 Materials 4.54%
2 Technology 2.93%
3 Healthcare 1.54%
4 Financials 1.39%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24.2K ﹤0.01%
227
+7
227
$24.2K ﹤0.01%
+1,258
228
$22.2K ﹤0.01%
+834
229
$22.1K ﹤0.01%
616
230
$20.4K ﹤0.01%
+83
231
$17.5K ﹤0.01%
+492
232
$17.4K ﹤0.01%
127
233
$15.7K ﹤0.01%
+123
234
$15.3K ﹤0.01%
254
235
$14K ﹤0.01%
53
236
$13K ﹤0.01%
550
-3,150
237
$12.8K ﹤0.01%
+137
238
$11.8K ﹤0.01%
+477
239
$11.3K ﹤0.01%
200
-1,156
240
$10.7K ﹤0.01%
67
+35
241
$9.8K ﹤0.01%
111
242
$8.76K ﹤0.01%
+252
243
$4.82K ﹤0.01%
45
244
$4.18K ﹤0.01%
120
245
$4.14K ﹤0.01%
81
246
$3.55K ﹤0.01%
+52
247
$3.27K ﹤0.01%
+71
248
$2.42K ﹤0.01%
+42
249
$2.41K ﹤0.01%
+48
250
$2.39K ﹤0.01%
+19
8 9
10
11 12