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
$935M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.33M
3
+$2.98M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.07M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.78M

Top Sells

1
+$4.21M
2
+$2M
3
+$1.58M
4
AMZN icon
Amazon
AMZN
+$1.4M
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
GWRE icon
301
Guidewire Software
GWRE
$17.5B
$215K 0.02%
936
-16
ALL icon
302
Allstate
ALL
$54.3B
$215K 0.02%
+1,002
APP icon
303
Applovin
APP
$238B
$213K 0.02%
+297
BBY icon
304
Best Buy
BBY
$15.9B
$213K 0.02%
+2,816
CGGO icon
305
Capital Group Global Growth Equity ETF
CGGO
$8.04B
$213K 0.02%
6,220
-7,782
FHN icon
306
First Horizon
FHN
$11.7B
$212K 0.02%
+9,390
DELL icon
307
Dell
DELL
$91.5B
$212K 0.02%
+1,496
SCHX icon
308
Schwab US Large- Cap ETF
SCHX
$63.5B
$212K 0.02%
8,037
-1,941
MT icon
309
ArcelorMittal
MT
$35.4B
$211K 0.02%
+5,833
AEE icon
310
Ameren
AEE
$26.5B
$208K 0.02%
+1,996
SSNC icon
311
SS&C Technologies
SSNC
$21.3B
$208K 0.02%
+2,347
HIG icon
312
Hartford Financial Services
HIG
$37.8B
$208K 0.02%
+1,561
GSIE icon
313
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.86B
$208K 0.02%
5,050
HLT icon
314
Hilton Worldwide
HLT
$65.1B
$207K 0.02%
799
+8
J icon
315
Jacobs Solutions
J
$16.4B
$205K 0.02%
+1,367
MMC icon
316
Marsh & McLennan
MMC
$90.4B
$203K 0.02%
+1,009
XLV icon
317
State Street Health Care Select Sector SPDR ETF
XLV
$40.3B
$203K 0.02%
1,461
-54
POOL icon
318
Pool Corp
POOL
$9.09B
$202K 0.02%
+653
STM icon
319
STMicroelectronics
STM
$23.6B
$201K 0.02%
+7,126
ALLE icon
320
Allegion
ALLE
$14.1B
$201K 0.02%
+1,134
TEL icon
321
TE Connectivity
TEL
$71.5B
$201K 0.02%
914
-417
XLK icon
322
State Street Technology Select Sector SPDR ETF
XLK
$47.9B
$191K 0.02%
679
ITOT icon
323
iShares Core S&P Total US Stock Market ETF
ITOT
$81.3B
$183K 0.02%
1,256
EFAV icon
324
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.19B
$179K 0.02%
2,112
-194
TQQQ icon
325
ProShares UltraPro QQQ
TQQQ
$31.2B
$179K 0.02%
3,464
11 12
13
14 15