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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
$1B
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.91M
3
+$2.69M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.51M
5
URTH icon
iShares MSCI World ETF
URTH
+$984K

Top Sells

1
+$3.6M
2
+$785K
3
+$398K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$393K
5
ORCL icon
Oracle
ORCL
+$360K

Sector Composition

1 Technology 6.04%
2 Financials 2.82%
3 Materials 2.81%
4 Healthcare 2.4%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIIB icon
301
Biogen
BIIB
$29.5B
$211K 0.02%
+1,150
TXRH icon
302
Texas Roadhouse
TXRH
$11B
$210K 0.02%
+1,274
LULU icon
303
lululemon athletica
LULU
$13.5B
$210K 0.02%
+1,373
IFF icon
304
International Flavors & Fragrances
IFF
$20B
$209K 0.02%
+2,885
MANH icon
305
Manhattan Associates
MANH
$8.46B
$209K 0.02%
1,568
-61
QCOM icon
306
Qualcomm
QCOM
$223B
$209K 0.02%
1,619
-257
JPST icon
307
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$208K 0.02%
4,100
-22
HCA icon
308
HCA Healthcare
HCA
$85.9B
$207K 0.02%
437
+1
SCHX icon
309
Schwab US Large- Cap ETF
SCHX
$71.2B
$206K 0.02%
8,037
CTVA icon
310
Corteva
CTVA
$50.9B
$205K 0.02%
+2,453
FBDC
311
FT Confluence BDC & Specialty Finance Income ETF
FBDC
$34.3M
$205K 0.02%
12,069
+260
MSCI icon
312
MSCI
MSCI
$43.6B
$204K 0.02%
+379
DFEM icon
313
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.21B
$203K 0.02%
5,888
CGSM icon
314
Capital Group Short Duration Municipal Income ETF
CGSM
$1.21B
$203K 0.02%
7,739
EPD icon
315
Enterprise Products Partners
EPD
$80.6B
$203K 0.02%
+5,370
AZO icon
316
AutoZone
AZO
$51B
$203K 0.02%
60
-4
CSX icon
317
CSX Corp
CSX
$88.4B
$202K 0.02%
+4,932
ADP icon
318
Automatic Data Processing
ADP
$90.4B
$202K 0.02%
995
+188
NEM icon
319
Newmont
NEM
$107B
$201K 0.02%
+1,859
BR icon
320
Broadridge
BR
$16.8B
$201K 0.02%
+1,237
PEN icon
321
Penumbra
PEN
$12.5B
$201K 0.02%
612
-49
EA icon
322
Electronic Arts
EA
$51B
$200K 0.02%
982
-16
IWD icon
323
iShares Russell 1000 Value ETF
IWD
$76.7B
$197K 0.02%
920
+225
S icon
324
SentinelOne
S
$5.09B
$188K 0.02%
+14,599
XLK icon
325
State Street Technology Select Sector SPDR ETF
XLK
$121B
$180K 0.02%
1,358
11 12
13
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