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
276
$140K 0.02%
679
-26
277
$140K 0.02%
16,063
-2,444
278
$126K 0.02%
13,034
-509
279
$125K 0.02%
1,070
-50
280
$124K 0.02%
2,344
281
$122K 0.02%
796
+9
282
$119K 0.01%
11,987
+244
283
$113K 0.01%
4,299
284
$107K 0.01%
899
285
$104K 0.01%
1,082
-51
286
$102K 0.01%
+1,720
287
$100K 0.01%
2,000
288
$99.9K 0.01%
16,241
+875
289
$99.2K 0.01%
527
290
$96.2K 0.01%
1,747
+75
291
$95K 0.01%
1,327
+5
292
$93.1K 0.01%
500
-11
293
$85.7K 0.01%
237
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294
$79.4K 0.01%
676
295
$76.5K 0.01%
1,231
-142
296
$75.4K 0.01%
1,247
297
$73K 0.01%
366
+100
298
$72.8K 0.01%
800
+645
299
$68.2K 0.01%
2,889
300
$64.9K 0.01%
1,928
10 11
12
13 14