SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.18M
3
+$1.37M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Top Sells

1
+$10.7M
2
+$1.86M
3
+$1.21M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$605K
5
PANW icon
Palo Alto Networks
PANW
+$518K

Sector Composition

1 Technology 7.39%
2 Financials 2.73%
3 Healthcare 2.56%
4 Consumer Discretionary 2.16%
5 Materials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$257K 0.03%
1,650
+330
252
$254K 0.03%
18,269
253
$254K 0.03%
+12,109
254
$252K 0.03%
+472
255
$252K 0.03%
7,667
-1,593
256
$251K 0.03%
+3,150
257
$248K 0.03%
3,120
-513
258
$247K 0.03%
+5,024
259
$246K 0.03%
1,862
-2,113
260
$246K 0.03%
+1,457
261
$246K 0.03%
+1,173
262
$244K 0.03%
9,978
+1,770
263
$242K 0.03%
2,694
-3,085
264
$239K 0.03%
4,522
+499
265
$239K 0.03%
42,927
-910
266
$238K 0.03%
5,364
+108
267
$237K 0.03%
17,015
+6,477
268
$235K 0.03%
+1,050
269
$234K 0.03%
+1,371
270
$230K 0.03%
3,128
-49
271
$229K 0.03%
6,423
-398
272
$228K 0.03%
+1,102
273
$228K 0.03%
+465
274
$228K 0.03%
+311
275
$228K 0.03%
+5,345
9 10
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