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
$973M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.03M
3
+$1.5M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$992K

Top Sells

1
+$3.26M
2
+$1.59M
3
+$723K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$543K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$456K

Sector Composition

1 Technology 6.69%
2 Financials 2.78%
3 Healthcare 2.66%
4 Consumer Discretionary 1.96%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANF icon
301
Abercrombie & Fitch
ANF
$3.74B
$216K 0.02%
+1,720
NEE icon
302
NextEra Energy
NEE
$193B
$216K 0.02%
+2,696
SCHX icon
303
Schwab US Large- Cap ETF
SCHX
$62B
$216K 0.02%
8,037
OSK icon
304
Oshkosh
OSK
$9.18B
$215K 0.02%
1,708
+2
HAE icon
305
Haemonetics
HAE
$2.78B
$213K 0.02%
+2,658
UBS icon
306
UBS Group
UBS
$114B
$213K 0.02%
+4,597
ZTS icon
307
Zoetis
ZTS
$48.8B
$210K 0.02%
1,671
-764
LYFT icon
308
Lyft
LYFT
$5.19B
$210K 0.02%
10,820
+665
JPST icon
309
JPMorgan Ultra-Short Income ETF
JPST
$37.6B
$209K 0.02%
4,122
-123
ADP icon
310
Automatic Data Processing
ADP
$83.9B
$208K 0.02%
807
-17
MCK icon
311
McKesson
MCK
$115B
$208K 0.02%
+253
BTI icon
312
British American Tobacco
BTI
$130B
$207K 0.02%
+3,648
ISRG icon
313
Intuitive Surgical
ISRG
$167B
$206K 0.02%
+363
PEN icon
314
Penumbra
PEN
$13.2B
$206K 0.02%
+661
THC icon
315
Tenet Healthcare
THC
$19.8B
$205K 0.02%
1,034
-144
TEL icon
316
TE Connectivity
TEL
$58.2B
$205K 0.02%
902
-12
TER icon
317
Teradyne
TER
$44.6B
$205K 0.02%
+1,058
MPLX icon
318
MPLX
MPLX
$59.3B
$204K 0.02%
+3,825
EA icon
319
Electronic Arts
EA
$49.9B
$204K 0.02%
+998
CGSM icon
320
Capital Group Short Duration Municipal Income ETF
CGSM
$1.09B
$204K 0.02%
+7,739
HCA icon
321
HCA Healthcare
HCA
$119B
$204K 0.02%
+436
SSNC icon
322
SS&C Technologies
SSNC
$17.3B
$203K 0.02%
2,325
-22
CHTR icon
323
Charter Communications
CHTR
$27.6B
$200K 0.02%
960
-314
DOV icon
324
Dover
DOV
$27.5B
$200K 0.02%
+1,025
XLK icon
325
State Street Technology Select Sector SPDR ETF
XLK
$86.3B
$196K 0.02%
1,358
11 12
13
14 15