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

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
276
$58.8K 0.01%
266
277
$57.2K 0.01%
178
278
$56.9K 0.01%
430
+303
279
$49.3K 0.01%
120
280
$45.9K 0.01%
607
+273
281
$45.6K 0.01%
190
+10
282
$45.2K 0.01%
843
283
$43.6K 0.01%
482
+1
284
$40.2K 0.01%
140
285
$39.4K 0.01%
458
-24
286
$36.6K ﹤0.01%
894
287
$36.3K ﹤0.01%
250
288
$36.1K ﹤0.01%
1,086
289
$35.5K ﹤0.01%
451
+80
290
$34.5K ﹤0.01%
554
291
$33.9K ﹤0.01%
1,413
292
$31K ﹤0.01%
1,066
293
$30.5K ﹤0.01%
1,380
294
$30.4K ﹤0.01%
+546
295
$30K ﹤0.01%
+51
296
$29.6K ﹤0.01%
442
297
$27.3K ﹤0.01%
161
+94
298
$23.9K ﹤0.01%
627
299
$23.3K ﹤0.01%
1,258
300
$23.3K ﹤0.01%
528
+486