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
$935M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.25M
3
+$2.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.01M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.74M

Top Sells

1
+$3.93M
2
+$1.92M
3
+$1.6M
4
AMZN icon
Amazon
AMZN
+$1.44M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.24M

Sector Composition

1 Technology 6.75%
2 Financials 2.75%
3 Healthcare 2.32%
4 Consumer Discretionary 1.83%
5 Materials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GWRE icon
301
Guidewire Software
GWRE
$13.7B
$215K 0.02%
936
-16
ALL icon
302
Allstate
ALL
$53.5B
$215K 0.02%
+1,002
APP icon
303
Applovin
APP
$155B
$213K 0.02%
+297
BBY icon
304
Best Buy
BBY
$13.1B
$213K 0.02%
+2,816
CGGO icon
305
Capital Group Global Growth Equity ETF
CGGO
$8.84B
$213K 0.02%
6,220
-7,782
FHN icon
306
First Horizon
FHN
$10.5B
$212K 0.02%
+9,390
DELL icon
307
Dell
DELL
$100B
$212K 0.02%
+1,496
SCHX icon
308
Schwab US Large- Cap ETF
SCHX
$62B
$212K 0.02%
8,037
-1,941
MT icon
309
ArcelorMittal
MT
$38.6B
$211K 0.02%
+5,833
AEE icon
310
Ameren
AEE
$31B
$208K 0.02%
+1,996
SSNC icon
311
SS&C Technologies
SSNC
$17.3B
$208K 0.02%
+2,347
HIG icon
312
Hartford Financial Services
HIG
$36.7B
$208K 0.02%
+1,561
GSIE icon
313
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.05B
$208K 0.02%
5,050
HLT icon
314
Hilton Worldwide
HLT
$66.8B
$207K 0.02%
799
+8
J icon
315
Jacobs Solutions
J
$15B
$205K 0.02%
+1,367
MRSH
316
Marsh
MRSH
$83.3B
$203K 0.02%
+1,009
XLV icon
317
State Street Health Care Select Sector SPDR ETF
XLV
$39.8B
$203K 0.02%
1,461
-54
POOL icon
318
Pool Corp
POOL
$7.6B
$202K 0.02%
+653
STM icon
319
STMicroelectronics
STM
$29.2B
$201K 0.02%
+7,126
ALLE icon
320
Allegion
ALLE
$12.5B
$201K 0.02%
+1,134
TEL icon
321
TE Connectivity
TEL
$58.5B
$201K 0.02%
914
-417
XLK icon
322
State Street Technology Select Sector SPDR ETF
XLK
$86.4B
$191K 0.02%
1,358
ITOT icon
323
iShares Core S&P Total US Stock Market ETF
ITOT
$79.6B
$183K 0.02%
1,256
EFAV icon
324
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.46B
$179K 0.02%
2,112
-194
TQQQ icon
325
ProShares UltraPro QQQ
TQQQ
$25.1B
$179K 0.02%
3,464
11 12
13
14 15