SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
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
+$2.62M
2
+$2.18M
3
+$1.37M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Top Sells

1
+$10.7M
2
+$1.86M
3
+$1.21M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$605K
5
PANW icon
Palo Alto Networks
PANW
+$518K

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
301
$209K 0.02%
1,152
+1,150
302
$207K 0.02%
2,496
-26
303
$207K 0.02%
+1,739
304
$207K 0.02%
+880
305
$206K 0.02%
+2,967
306
$206K 0.02%
869
-79
307
$204K 0.02%
1,515
-15
308
$204K 0.02%
+1,158
309
$202K 0.02%
+1,881
310
$201K 0.02%
4,696
-2,209
311
$200K 0.02%
+5,050
312
$198K 0.02%
22,180
-3,922
313
$194K 0.02%
2,306
314
$172K 0.02%
1,358
315
$170K 0.02%
+14,869
316
$170K 0.02%
1,256
317
$162K 0.02%
+3,533
318
$158K 0.02%
12,165
-4,662
319
$155K 0.02%
353
+233
320
$147K 0.02%
1,035
-35
321
$144K 0.02%
+14,235
322
$144K 0.02%
+3,464
323
$141K 0.02%
1,280
-2,448
324
$139K 0.02%
13,348
-3,682
325
$136K 0.02%
5,562
+2,673
11 12
13
14 15