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
276
$228K 0.03%
+1,280
277
$226K 0.03%
4,163
-294
278
$226K 0.03%
5,229
279
$226K 0.03%
6,553
-1,359
280
$226K 0.03%
+1,530
281
$225K 0.03%
7,587
+3
282
$225K 0.03%
+3,513
283
$225K 0.03%
1,027
+50
284
$225K 0.03%
6,492
-662
285
$225K 0.03%
+1,331
286
$224K 0.03%
+952
287
$223K 0.03%
+1,761
288
$221K 0.02%
+2,747
289
$220K 0.02%
1,493
290
$219K 0.02%
3,531
+2,977
291
$219K 0.02%
781
292
$216K 0.02%
+1,479
293
$216K 0.02%
+1,368
294
$215K 0.02%
4,246
+3
295
$215K 0.02%
+4,567
296
$213K 0.02%
13,888
+2,711
297
$213K 0.02%
+419
298
$213K 0.02%
711
-693
299
$212K 0.02%
3,904
-1,696
300
$211K 0.02%
791
-524
10 11
12
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