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SFC

SYM Financial Corp Portfolio holdings

AUM $1B
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$935M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.25M
3
+$2.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.01M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.74M

Top Sells

1
+$3.93M
2
+$1.92M
3
+$1.6M
4
AMZN icon
Amazon
AMZN
+$1.44M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.24M

Sector Composition

1 Technology 6.75%
2 Financials 2.75%
3 Healthcare 2.32%
4 Consumer Discretionary 1.83%
5 Materials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$292K 0.03%
2,147
+408
227
$291K 0.03%
1,391
228
$291K 0.03%
4,313
+62
229
$289K 0.03%
+1,202
230
$287K 0.03%
1,509
+141
231
$287K 0.03%
8,174
-3,263
232
$285K 0.03%
1,711
-6
233
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1,331
-40
234
$281K 0.03%
1,546
235
$276K 0.03%
+1,347
236
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1,121
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237
$275K 0.03%
1,499
-7
238
$274K 0.03%
7,667
239
$273K 0.03%
4,815
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240
$272K 0.03%
1,687
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241
$269K 0.03%
18,647
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242
$268K 0.03%
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243
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13,917
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244
$267K 0.03%
2,809
245
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1,286
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246
$264K 0.03%
2,181
-3
247
$263K 0.03%
15,341
248
$263K 0.03%
6,667
+114
249
$263K 0.03%
2,778
+84
250
$262K 0.03%
3,914
-691
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10
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