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SFC

SYM Financial Corp Portfolio holdings

AUM $1B
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
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
301
$215K 0.02%
936
-16
302
$215K 0.02%
+1,002
303
$213K 0.02%
+297
304
$213K 0.02%
+2,816
305
$213K 0.02%
6,220
-7,782
306
$212K 0.02%
+9,390
307
$212K 0.02%
+1,496
308
$212K 0.02%
8,037
-1,941
309
$211K 0.02%
+5,833
310
$208K 0.02%
+1,996
311
$208K 0.02%
+2,347
312
$208K 0.02%
+1,561
313
$208K 0.02%
5,050
314
$207K 0.02%
799
+8
315
$205K 0.02%
+1,367
316
$203K 0.02%
+1,009
317
$203K 0.02%
1,461
-54
318
$202K 0.02%
+653
319
$201K 0.02%
+7,126
320
$201K 0.02%
+1,134
321
$201K 0.02%
914
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322
$191K 0.02%
1,358
323
$183K 0.02%
1,256
324
$179K 0.02%
2,112
-194
325
$179K 0.02%
3,464
11 12
13
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