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
$774M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$8.13M
3 +$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.93M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$5.51M

Sector Composition

1 Technology 6.75%
2 Materials 3.04%
3 Financials 2.44%
4 Consumer Discretionary 2.19%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$22.7K ﹤0.01%
292
+5
302
$22.2K ﹤0.01%
834
303
$21.9K ﹤0.01%
616
304
$18.6K ﹤0.01%
+324
305
$17.9K ﹤0.01%
83
306
$17.5K ﹤0.01%
208
+97
307
$16.9K ﹤0.01%
492
308
$16.5K ﹤0.01%
254
309
$15.2K ﹤0.01%
299
+110
310
$13.5K ﹤0.01%
+155
311
$13.5K ﹤0.01%
53
312
$11.5K ﹤0.01%
200
313
$9.04K ﹤0.01%
+115
314
$8.6K ﹤0.01%
252
315
$8.01K ﹤0.01%
75
+30
316
$4.55K ﹤0.01%
120
317
$3.5K ﹤0.01%
+86
318
$2.29K ﹤0.01%
+38
319
$2.28K ﹤0.01%
13
+11
320
$2.27K ﹤0.01%
+23
321
$2.23K ﹤0.01%
52
322
$1.84K ﹤0.01%
+32
323
$1.43K ﹤0.01%
16
-26,184
324
$1.4K ﹤0.01%
+22
325
$1.37K ﹤0.01%
+12