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
$747M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Sells

1 +$667K
2 +$457K
3 +$398K
4
NXPI icon
NXP Semiconductors
NXPI
+$329K
5
LRCX icon
Lam Research
LRCX
+$278K

Sector Composition

1 Materials 3.95%
2 Technology 2.81%
3 Financials 1.49%
4 Healthcare 1.47%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$42.7K 0.01%
180
-19
227
$40.6K 0.01%
1,086
228
$39.7K 0.01%
140
229
$37.7K 0.01%
1,413
230
$37.4K 0.01%
250
231
$37.3K 0.01%
894
232
$34.5K ﹤0.01%
554
233
$34.4K ﹤0.01%
1,066
234
$31.9K ﹤0.01%
1,380
235
$29.8K ﹤0.01%
371
-17
236
$29.7K ﹤0.01%
442
237
$27.9K ﹤0.01%
334
238
$26.8K ﹤0.01%
287
239
$25.9K ﹤0.01%
1,258
240
$25.4K ﹤0.01%
627
241
$24.3K ﹤0.01%
834
242
$23.5K ﹤0.01%
616
243
$21.7K ﹤0.01%
+207
244
$19.1K ﹤0.01%
83
245
$19K ﹤0.01%
492
246
$18.5K ﹤0.01%
127
247
$16.5K ﹤0.01%
254
248
$15.8K ﹤0.01%
135
-92
249
$14.9K ﹤0.01%
53
250
$11.9K ﹤0.01%
200