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
$774M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.13M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.93M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$5.51M

Top Sells

1
+$4.07M
2
+$3.92M
3
+$3.8M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$3.79M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M

Sector Composition

1 Technology 6.75%
2 Materials 3.04%
3 Financials 2.44%
4 Consumer Discretionary 2.19%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$210K 0.03%
+12,029
227
$209K 0.03%
42,661
+3,609
228
$209K 0.03%
+5,083
229
$207K 0.03%
+5,047
230
$206K 0.03%
+20,235
231
$205K 0.03%
+7,083
232
$205K 0.03%
2,476
-19
233
$204K 0.03%
+2,615
234
$201K 0.03%
+888
235
$201K 0.03%
+3,104
236
$201K 0.03%
+3,562
237
$199K 0.03%
18,507
+2,810
238
$199K 0.03%
781
239
$199K 0.03%
7,583
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240
$195K 0.03%
21,555
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241
$190K 0.02%
8,208
242
$189K 0.02%
16,659
-540
243
$171K 0.02%
+13,454
244
$164K 0.02%
705
+26
245
$162K 0.02%
1,256
-140
246
$160K 0.02%
4,301
247
$140K 0.02%
+10,586
248
$132K 0.02%
1,873
-118
249
$128K 0.02%
1,120
-30
250
$122K 0.02%
787
-1
8 9
10
11 12