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
$973M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.03M
3
+$1.5M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$992K

Top Sells

1
+$3.26M
2
+$1.59M
3
+$723K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$543K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$456K

Sector Composition

1 Technology 6.69%
2 Financials 2.78%
3 Healthcare 2.66%
4 Consumer Discretionary 1.96%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTAS icon
276
Cintas
CTAS
$77.7B
$244K 0.03%
1,295
-52
ETSY icon
277
Etsy
ETSY
$5.01B
$243K 0.03%
4,386
-632
LOW icon
278
Lowe's Companies
LOW
$133B
$240K 0.02%
+995
UL icon
279
Unilever
UL
$140B
$236K 0.02%
+3,606
IWS icon
280
iShares Russell Mid-Cap Value ETF
IWS
$14.4B
$235K 0.02%
1,664
VIS icon
281
Vanguard Industrials ETF
VIS
$7B
$233K 0.02%
781
MEDP icon
282
Medpace
MEDP
$12.8B
$231K 0.02%
+412
AEP icon
283
American Electric Power
AEP
$72.3B
$230K 0.02%
1,994
-19
RSP icon
284
Invesco S&P 500 Equal Weight ETF
RSP
$85.3B
$230K 0.02%
1,200
+48
AMGN icon
285
Amgen
AMGN
$197B
$229K 0.02%
700
-455
ETR icon
286
Entergy
ETR
$47.8B
$229K 0.02%
2,479
-49
FBDC
287
FT Confluence BDC & Specialty Finance Income ETF
FBDC
$32.7M
$229K 0.02%
11,809
AMP icon
288
Ameriprise Financial
AMP
$40.3B
$229K 0.02%
+467
HLT icon
289
Hilton Worldwide
HLT
$66.8B
$229K 0.02%
796
-3
UBER icon
290
Uber
UBER
$151B
$227K 0.02%
2,784
-3,722
USB icon
291
US Bancorp
USB
$79.2B
$227K 0.02%
+4,262
WM icon
292
Waste Management
WM
$96.2B
$227K 0.02%
1,031
-84
ALL icon
293
Allstate
ALL
$53.5B
$226K 0.02%
1,088
+86
FHN icon
294
First Horizon
FHN
$10.5B
$226K 0.02%
9,447
+57
EME icon
295
Emcor
EME
$31.6B
$225K 0.02%
367
+33
VB icon
296
Vanguard Small-Cap ETF
VB
$69.9B
$224K 0.02%
869
PFE icon
297
Pfizer
PFE
$151B
$223K 0.02%
8,965
-3,016
NUE icon
298
Nucor
NUE
$37.2B
$221K 0.02%
+1,357
GRMN icon
299
Garmin
GRMN
$44.9B
$217K 0.02%
1,071
-223
AZO icon
300
AutoZone
AZO
$58.9B
$217K 0.02%
64
-22
10 11
12
13 14