SFC

SYM Financial Corp Portfolio holdings

AUM $893M
1-Year Est. Return 14%
This Quarter Est. Return
1 Year Est. Return
+14%
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
+$4.35M
2
+$3.07M
3
+$2.76M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.31M
5
AAPL icon
Apple
AAPL
+$1.28M

Top Sells

1
+$7.18M
2
+$3.83M
3
+$1.92M
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$831K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$749K

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
-59
263
– –
-166
264
– –
-250
265
– –
-1,075
266
– –
-365
267
– –
-1,100
268
– –
-200
269
– –
-100
270
– –
-1,250
271
– –
-727
272
– –
-161
273
– –
-700
274
– –
-256
275
– –
-690
8 9 10
11
12