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
$747M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$3.8M
3
+$3.79M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.78M

Top Sells

1
+$667K
2
+$457K
3
+$398K
4
NXPI icon
NXP Semiconductors
NXPI
+$329K
5
LRCX icon
Lam Research
LRCX
+$278K

Sector Composition

1 Materials 3.95%
2 Technology 2.81%
3 Financials 1.49%
4 Healthcare 1.47%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11.7K ﹤0.01%
67
252
$10.7K ﹤0.01%
111
253
$10K ﹤0.01%
189
+108
254
$9.61K ﹤0.01%
252
255
$5.08K ﹤0.01%
45
256
$4.75K ﹤0.01%
+39
257
$4.46K ﹤0.01%
120
258
$2.47K ﹤0.01%
52
259
$2.45K ﹤0.01%
45
+32
260
$2.02K ﹤0.01%
42
261
$1.21K ﹤0.01%
+7
262
$453 ﹤0.01%
5
263
$360 ﹤0.01%
2
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8 9 10
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