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
$812M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.79M
3
+$4.18M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.22M

Top Sells

1
+$979K
2
+$695K
3
+$439K
4
TXN icon
Texas Instruments
TXN
+$389K
5
MSFT icon
Microsoft
MSFT
+$387K

Sector Composition

1 Technology 6.06%
2 Healthcare 2.75%
3 Materials 2.66%
4 Financials 2.46%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$64.5K 0.01%
21,082
-10,332
302
$63.7K 0.01%
453
303
$63.6K 0.01%
+11,640
304
$62.9K 0.01%
246
+106
305
$61.6K 0.01%
11,185
-3,301
306
$61.1K 0.01%
584
+53
307
$58.9K 0.01%
1,183
-34
308
$55.9K 0.01%
+10,608
309
$54.5K 0.01%
178
310
$50.6K 0.01%
1,100
-1,072
311
$48.2K 0.01%
843
312
$46.9K 0.01%
507
+25
313
$44.5K 0.01%
120
314
$39.8K ﹤0.01%
+10,416
315
$38.3K ﹤0.01%
250
316
$36.8K ﹤0.01%
894
317
$34.3K ﹤0.01%
1,413
318
$33.4K ﹤0.01%
409
-198
319
$33.3K ﹤0.01%
+404
320
$32.8K ﹤0.01%
1,066
321
$32.3K ﹤0.01%
554
322
$29.3K ﹤0.01%
442
323
$29.3K ﹤0.01%
371
-80
324
$26.9K ﹤0.01%
+594
325
$26.4K ﹤0.01%
627
11 12
13
14 15