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
$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
WIT icon
301
Wipro
WIT
$28B
$64.5K 0.01%
21,082
-10,332
IYW icon
302
iShares US Technology ETF
IYW
$23.3B
$63.7K 0.01%
453
UWMC icon
303
UWM Holdings
UWMC
$1.28B
$63.6K 0.01%
+11,640
IWO icon
304
iShares Russell 2000 Growth ETF
IWO
$13.5B
$62.9K 0.01%
246
+106
GAB icon
305
Gabelli Equity Trust
GAB
$1.89B
$61.6K 0.01%
11,185
-3,301
IJR icon
306
iShares Core S&P Small-Cap ETF
IJR
$87.3B
$61.1K 0.01%
584
+53
XLF icon
307
Financial Select Sector SPDR Fund
XLF
$54.9B
$58.9K 0.01%
1,183
-34
NOK icon
308
Nokia
NOK
$34.2B
$55.9K 0.01%
+10,608
IWB icon
309
iShares Russell 1000 ETF
IWB
$46.1B
$54.5K 0.01%
178
XLG icon
310
Invesco S&P 500 Top 50 ETF
XLG
$11.3B
$50.6K 0.01%
1,100
-1,072
JPIN icon
311
JPMorgan Diversified Return International Equity ETF
JPIN
$367M
$48.2K 0.01%
843
BOND icon
312
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.99B
$46.9K 0.01%
507
+25
VUG icon
313
Vanguard Growth ETF
VUG
$203B
$44.5K 0.01%
120
LYG icon
314
Lloyds Banking Group
LYG
$69.4B
$39.8K ﹤0.01%
+10,416
ITA icon
315
iShares US Aerospace & Defense ETF
ITA
$12B
$38.3K ﹤0.01%
250
DFUV icon
316
Dimensional US Marketwide Value ETF
DFUV
$12.5B
$36.8K ﹤0.01%
894
REET icon
317
iShares Global REIT ETF
REET
$3.95B
$34.3K ﹤0.01%
1,413
EFA icon
318
iShares MSCI EAFE ETF
EFA
$69B
$33.4K ﹤0.01%
409
-198
VONV icon
319
Vanguard Russell 1000 Value ETF
VONV
$14B
$33.3K ﹤0.01%
+404
FNDE icon
320
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.04B
$32.8K ﹤0.01%
1,066
IJH icon
321
iShares Core S&P Mid-Cap ETF
IJH
$102B
$32.3K ﹤0.01%
554
SPHQ icon
322
Invesco S&P 500 Quality ETF
SPHQ
$15.5B
$29.3K ﹤0.01%
442
HYG icon
323
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$29.3K ﹤0.01%
371
-80
NTSX icon
324
WisdomTree US Efficient Core Fund
NTSX
$1.3B
$26.9K ﹤0.01%
+594
IXC icon
325
iShares Global Energy ETF
IXC
$1.87B
$26.4K ﹤0.01%
627
11 12
13
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