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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
$627M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.05M
3
+$2.77M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.33M
5
XOM icon
Exxon Mobil
XOM
+$1.17M

Top Sells

1
+$7.14M
2
+$4.13M
3
+$1.93M
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$841K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$747K

Sector Composition

1 Materials 4.54%
2 Technology 2.93%
3 Healthcare 1.54%
4 Financials 1.39%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.36K ﹤0.01%
+77
252
$2.22K ﹤0.01%
+46
253
$2.19K ﹤0.01%
+58
254
$2.16K ﹤0.01%
+52
255
$2.07K ﹤0.01%
+51
256
$2K ﹤0.01%
+8
257
$1.85K ﹤0.01%
42
+37
258
$1.84K ﹤0.01%
+8
259
$1.75K ﹤0.01%
19
260
$759 ﹤0.01%
+57
261
$623 ﹤0.01%
+13
262
$416 ﹤0.01%
5
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