SFC

SYM Financial Corp Portfolio holdings

AUM $893M
1-Year Est. Return 14%
This Quarter Est. Return
1 Year Est. Return
+14%
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
+$2.78M
2
+$2.3M
3
+$1.42M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.15M

Top Sells

1
+$10.8M
2
+$1.96M
3
+$1.24M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$605K
5
PANW icon
Palo Alto Networks
PANW
+$571K

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
RSP icon
301
Invesco S&P 500 Equal Weight ETF
RSP
$75.6B
$209K 0.02%
1,152
+1,150
ETR icon
302
Entergy
ETR
$43.5B
$207K 0.02%
2,496
-26
PSX icon
303
Phillips 66
PSX
$54.7B
$207K 0.02%
+1,739
SBAC icon
304
SBA Communications
SBAC
$21.2B
$207K 0.02%
+880
NEE icon
305
NextEra Energy
NEE
$177B
$206K 0.02%
+2,967
VB icon
306
Vanguard Small-Cap ETF
VB
$68.8B
$206K 0.02%
869
-79
XLV icon
307
Health Care Select Sector SPDR Fund
XLV
$36.1B
$204K 0.02%
1,515
-15
THC icon
308
Tenet Healthcare
THC
$19.1B
$204K 0.02%
+1,158
BSX icon
309
Boston Scientific
BSX
$152B
$202K 0.02%
+1,881
DKNG icon
310
DraftKings
DKNG
$16.4B
$201K 0.02%
4,696
-2,209
GSIE icon
311
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.53B
$200K 0.02%
+5,050
VLY icon
312
Valley National Bancorp
VLY
$6.23B
$198K 0.02%
22,180
-3,922
EFAV icon
313
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.45B
$194K 0.02%
2,306
XLK icon
314
Technology Select Sector SPDR Fund
XLK
$98.3B
$172K 0.02%
679
WEN icon
315
Wendy's
WEN
$1.7B
$170K 0.02%
+14,869
ITOT icon
316
iShares Core S&P Total US Stock Market ETF
ITOT
$80.1B
$170K 0.02%
1,256
AMCR icon
317
Amcor
AMCR
$19.1B
$162K 0.02%
+17,664
CNH
318
CNH Industrial
CNH
$13.5B
$158K 0.02%
12,165
-4,662
VUG icon
319
Vanguard Growth ETF
VUG
$203B
$155K 0.02%
353
+233
PPA icon
320
Invesco Aerospace & Defense ETF
PPA
$6.8B
$147K 0.02%
1,035
-35
GTM
321
ZoomInfo Technologies
GTM
$3.64B
$144K 0.02%
+14,235
TQQQ icon
322
ProShares UltraPro QQQ
TQQQ
$31.4B
$144K 0.02%
+1,732
SHV icon
323
iShares Short Treasury Bond ETF
SHV
$20.7B
$141K 0.02%
1,280
-2,448
HUN icon
324
Huntsman Corp
HUN
$1.61B
$139K 0.02%
13,348
-3,682
FNDX icon
325
Schwab Fundamental US Large Company Index ETF
FNDX
$21.3B
$136K 0.02%
5,562
+2,673
11 12
13
14 15