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
$774M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.13M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.93M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$5.51M

Top Sells

1
+$4.07M
2
+$3.92M
3
+$3.8M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$3.79M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M

Sector Composition

1 Technology 6.75%
2 Materials 3.04%
3 Financials 2.44%
4 Consumer Discretionary 2.19%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$122K 0.02%
2,344
-534
252
$119K 0.02%
4,299
-2,250
253
$111K 0.01%
31,414
+2,658
254
$110K 0.01%
1,133
+225
255
$109K 0.01%
2,000
256
$109K 0.01%
2,172
+1,072
257
$106K 0.01%
899
+196
258
$104K 0.01%
11,743
+238
259
$101K 0.01%
511
+11
260
$98.5K 0.01%
245
+8
261
$97.6K 0.01%
527
262
$93.1K 0.01%
20,427
-28
263
$92.7K 0.01%
1,672
264
$92.7K 0.01%
1,373
265
$92K 0.01%
13,543
+1,706
266
$89K 0.01%
+15,366
267
$86.7K 0.01%
1,322
+10
268
$85.7K 0.01%
676
269
$79.5K 0.01%
1,247
270
$77.9K 0.01%
14,486
+384
271
$72.3K 0.01%
453
272
$68.4K 0.01%
2,889
273
$62.2K 0.01%
1,928
274
$61.2K 0.01%
531
+396
275
$58.8K 0.01%
1,217
+34
9 10
11
12 13