SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.18M
3
+$1.37M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Top Sells

1
+$10.7M
2
+$1.86M
3
+$1.21M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$605K
5
PANW icon
Palo Alto Networks
PANW
+$518K

Sector Composition

1 Technology 7.39%
2 Financials 2.73%
3 Healthcare 2.56%
4 Consumer Discretionary 2.16%
5 Materials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$278K 0.03%
15,341
227
$278K 0.03%
+1,030
228
$274K 0.03%
+1,203
229
$274K 0.03%
1,717
-79
230
$273K 0.03%
19,920
-3,053
231
$272K 0.03%
+2,209
232
$272K 0.03%
3,944
+111
233
$271K 0.03%
585
+110
234
$271K 0.03%
+382
235
$268K 0.03%
1,391
236
$267K 0.03%
+1,120
237
$265K 0.03%
858
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238
$264K 0.03%
5,271
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239
$264K 0.03%
2,809
240
$263K 0.03%
+2,550
241
$262K 0.03%
2,466
-22
242
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1,291
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243
$262K 0.03%
1,340
244
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245
$261K 0.03%
+6,354
246
$260K 0.03%
3,405
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247
$260K 0.03%
10,718
-3,841
248
$260K 0.03%
1,244
-354
249
$258K 0.03%
7,093
+28
250
$257K 0.03%
1,258
-2,789
8 9
10
11 12