SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.79M
3
+$4.18M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.22M

Top Sells

1
+$979K
2
+$695K
3
+$439K
4
TXN icon
Texas Instruments
TXN
+$389K
5
MSFT icon
Microsoft
MSFT
+$387K

Sector Composition

1 Technology 6.06%
2 Healthcare 2.75%
3 Materials 2.66%
4 Financials 2.46%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$213K 0.03%
+1,899
252
$212K 0.03%
475
+41
253
$211K 0.03%
1,043
254
$210K 0.03%
948
+758
255
$210K 0.03%
1,663
256
$209K 0.03%
+885
257
$208K 0.03%
5,229
+928
258
$207K 0.03%
+4,386
259
$207K 0.03%
16,827
+168
260
$205K 0.03%
+3,825
261
$205K 0.03%
+2,738
262
$203K 0.03%
+2,529
263
$202K 0.02%
+1,575
264
$201K 0.02%
2,583
-1,243
265
$201K 0.02%
7,584
+1
266
$197K 0.02%
10,082
-2,562
267
$196K 0.02%
1,493
-109
268
$193K 0.02%
781
269
$181K 0.02%
8,208
270
$181K 0.02%
10,538
-1,218
271
$181K 0.02%
27,021
+6,594
272
$180K 0.02%
2,306
+433
273
$153K 0.02%
1,256
274
$153K 0.02%
+10,169
275
$152K 0.02%
+11,177
9 10
11
12 13