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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
$1B
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.91M
3
+$2.69M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.51M
5
URTH icon
iShares MSCI World ETF
URTH
+$984K

Top Sells

1
+$3.6M
2
+$785K
3
+$398K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$393K
5
ORCL icon
Oracle
ORCL
+$360K

Sector Composition

1 Technology 6.04%
2 Financials 2.82%
3 Materials 2.81%
4 Healthcare 2.4%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITOT icon
326
iShares Core S&P Total US Stock Market ETF
ITOT
$92.2B
$179K 0.02%
1,256
PPA icon
327
Invesco Aerospace & Defense ETF
PPA
$8.18B
$168K 0.02%
1,015
-20
XLI icon
328
State Street Industrial Select Sector SPDR ETF
XLI
$30.8B
$162K 0.02%
1,000
-67
IWF icon
329
iShares Russell 1000 Growth ETF
IWF
$126B
$153K 0.02%
1,436
TQQQ icon
330
ProShares UltraPro QQQ
TQQQ
$36.1B
$144K 0.01%
3,464
IVV icon
331
iShares Core S&P 500 ETF
IVV
$838B
$144K 0.01%
+221
VB icon
332
Vanguard Small-Cap ETF
VB
$79.5B
$143K 0.01%
547
-322
DNP icon
333
DNP Select Income Fund
DNP
$4.06B
$134K 0.01%
12,963
+244
VUG icon
334
Vanguard Growth ETF
VUG
$221B
$132K 0.01%
1,812
-306
NMR icon
335
Nomura Holdings
NMR
$25.5B
$127K 0.01%
16,036
+798
XLV icon
336
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$125K 0.01%
853
-128
XSVM icon
337
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$633M
$121K 0.01%
2,000
SPMD icon
338
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.9B
$118K 0.01%
+2,000
EMXC icon
339
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.4B
$117K 0.01%
1,484
-93
DFUS icon
340
Dimensional US Equity ETF
DFUS
$20.3B
$115K 0.01%
1,625
SCHM icon
341
Schwab US Mid-Cap ETF
SCHM
$14.9B
$114K 0.01%
3,679
-162
VBR icon
342
Vanguard Small-Cap Value ETF
VBR
$36.6B
$109K 0.01%
500
IDV icon
343
iShares International Select Dividend ETF
IDV
$8.65B
$109K 0.01%
+2,550
VXF icon
344
Vanguard Extended Market ETF
VXF
$30.3B
$108K 0.01%
527
VGIT icon
345
Vanguard Intermediate-Term Treasury ETF
VGIT
$41B
$107K 0.01%
+1,796
JPEM icon
346
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$389M
$103K 0.01%
1,654
RPV icon
347
Invesco S&P 500 Pure Value ETF
RPV
$1.88B
$100K 0.01%
933
IWO icon
348
iShares Russell 2000 Growth ETF
IWO
$14.7B
$99.8K 0.01%
318
GAB icon
349
Gabelli Equity Trust
GAB
$1.76B
$97.6K 0.01%
17,424
+5,390
WIT icon
350
Wipro
WIT
$23.1B
$88.2K 0.01%
41,598
+24,839
12 13
14
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