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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
$1B
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.91M
3
+$2.69M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.51M
5
URTH icon
iShares MSCI World ETF
URTH
+$984K

Top Sells

1
+$3.6M
2
+$785K
3
+$398K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$393K
5
ORCL icon
Oracle
ORCL
+$360K

Sector Composition

1 Technology 6.04%
2 Financials 2.82%
3 Materials 2.81%
4 Healthcare 2.4%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BCS icon
251
Barclays
BCS
$86.1B
$256K 0.03%
12,096
+90
NBIX icon
252
Neurocrine Biosciences
NBIX
$16.1B
$256K 0.03%
1,942
-97
UGI icon
253
UGI
UGI
$7.51B
$256K 0.03%
7,016
-24
CRH icon
254
CRH
CRH
$71.1B
$253K 0.03%
2,410
+196
KMX icon
255
CarMax
KMX
$7.27B
$253K 0.03%
6,087
-910
ROP icon
256
Roper Technologies
ROP
$33.8B
$253K 0.03%
715
-170
GSIE icon
257
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.82B
$253K 0.03%
5,862
OSK icon
258
Oshkosh
OSK
$8.42B
$252K 0.03%
1,711
+3
CVS icon
259
CVS Health
CVS
$130B
$250K 0.03%
3,485
-424
IQLT icon
260
iShares MSCI Intl Quality Factor ETF
IQLT
$13.5B
$250K 0.03%
5,402
MDB icon
261
MongoDB
MDB
$27.6B
$249K 0.02%
1,017
+193
HON icon
262
Honeywell
HON
$140B
$248K 0.02%
+1,098
EXEL icon
263
Exelixis
EXEL
$13.4B
$247K 0.02%
5,768
-646
BDX icon
264
Becton Dickinson
BDX
$40.3B
$245K 0.02%
1,559
-59
NEE icon
265
NextEra Energy
NEE
$179B
$245K 0.02%
2,639
-57
VIS icon
266
Vanguard Industrials ETF
VIS
$7.87B
$244K 0.02%
781
PTY icon
267
PIMCO Corporate & Income Opportunity Fund
PTY
$2.49B
$243K 0.02%
20,134
+881
IT icon
268
Gartner
IT
$9.92B
$243K 0.02%
1,533
+25
IWS icon
269
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$243K 0.02%
1,664
HLT icon
270
Hilton Worldwide
HLT
$78.8B
$242K 0.02%
796
TRU icon
271
TransUnion
TRU
$12.7B
$241K 0.02%
3,485
-979
RSP icon
272
Invesco S&P 500 Equal Weight ETF
RSP
$90.5B
$240K 0.02%
1,252
+52
BURL icon
273
Burlington
BURL
$21.3B
$240K 0.02%
+738
BMRN icon
274
BioMarin Pharmaceuticals
BMRN
$10.8B
$239K 0.02%
4,235
-286
NUE icon
275
Nucor
NUE
$60.7B
$236K 0.02%
1,398
+41
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