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SFC

SYM Financial Corp Portfolio holdings

AUM $1B
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$935M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.25M
3
+$2.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.01M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.74M

Top Sells

1
+$3.93M
2
+$1.92M
3
+$1.6M
4
AMZN icon
Amazon
AMZN
+$1.44M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.24M

Sector Composition

1 Technology 6.75%
2 Financials 2.75%
3 Healthcare 2.32%
4 Consumer Discretionary 1.83%
5 Materials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$262K 0.03%
1,111
+9
252
$261K 0.03%
+6,057
253
$259K 0.03%
+2,163
254
$255K 0.03%
1,527
+48
255
$252K 0.03%
+747
256
$250K 0.03%
12,102
-5,671
257
$249K 0.03%
+4,592
258
$249K 0.03%
+442
259
$247K 0.03%
+1,758
260
$246K 0.03%
1,115
-217
261
$246K 0.03%
2,566
-357
262
$245K 0.03%
1,817
+56
263
$243K 0.03%
7,590
+3
264
$242K 0.03%
824
-34
265
$240K 0.03%
+774
266
$240K 0.03%
+1,660
267
$239K 0.03%
1,178
+20
268
$237K 0.03%
+1,695
269
$237K 0.03%
1,953
+91
270
$237K 0.03%
+2,175
271
$236K 0.03%
2,798
+51
272
$236K 0.03%
22,261
+81
273
$236K 0.03%
2,528
+32
274
$235K 0.03%
+1,257
275
$235K 0.03%
1,173
9 10
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