SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.79M
3
+$4.18M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.22M

Top Sells

1
+$979K
2
+$695K
3
+$439K
4
TXN icon
Texas Instruments
TXN
+$389K
5
MSFT icon
Microsoft
MSFT
+$387K

Sector Composition

1 Technology 6.06%
2 Healthcare 2.75%
3 Materials 2.66%
4 Financials 2.46%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$233K 0.03%
3,177
-70
227
$233K 0.03%
61
-6
228
$232K 0.03%
26,102
+4,547
229
$231K 0.03%
10,163
-6,485
230
$230K 0.03%
8,101
-4,404
231
$229K 0.03%
+6,905
232
$229K 0.03%
4,319
+30
233
$229K 0.03%
+5,417
234
$228K 0.03%
2,012
-275
235
$226K 0.03%
+2,886
236
$225K 0.03%
+4,457
237
$224K 0.03%
681
-175
238
$224K 0.03%
+4,023
239
$223K 0.03%
822
+47
240
$223K 0.03%
1,530
-23
241
$223K 0.03%
2,488
-1
242
$219K 0.03%
+977
243
$217K 0.03%
+1,320
244
$216K 0.03%
+2,522
245
$215K 0.03%
+3,085
246
$215K 0.03%
4,243
-26
247
$214K 0.03%
+1,624
248
$214K 0.03%
+493
249
$214K 0.03%
5,256
+209
250
$213K 0.03%
+661
8 9
10
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