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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
276
$235K 0.03%
3,156
-249
277
$235K 0.03%
7,057
-36
278
$233K 0.03%
11,809
-300
279
$233K 0.02%
4,858
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280
$232K 0.02%
1,664
-7,139
281
$232K 0.02%
5,916
-629
282
$231K 0.02%
781
283
$231K 0.02%
2,349
-1,108
284
$231K 0.02%
5,229
285
$230K 0.02%
2,740
-3,263
286
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1,493
287
$228K 0.02%
1,136
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288
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+2,013
289
$224K 0.02%
891
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290
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10,155
-10,180
291
$222K 0.02%
700
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390
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293
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294
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869
295
$221K 0.02%
3,385
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296
$221K 0.02%
5,339
-1,161
297
$219K 0.02%
1,152
298
$217K 0.02%
334
-138
299
$216K 0.02%
+1,480
300
$215K 0.02%
4,245
-1
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12
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