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
$893M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.3M
3
+$1.42M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.15M

Top Sells

1
+$10.8M
2
+$1.96M
3
+$1.24M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$605K
5
PANW icon
Palo Alto Networks
PANW
+$571K

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
IJR icon
326
iShares Core S&P Small-Cap ETF
IJR
$87.3B
$124K 0.01%
1,133
+549
SCHM icon
327
Schwab US Mid-Cap ETF
SCHM
$13.7B
$121K 0.01%
4,316
+17
DNP icon
328
DNP Select Income Fund
DNP
$3.79B
$120K 0.01%
12,232
+245
FINV
329
FinVolution Group
FINV
$1.66B
$119K 0.01%
12,567
-467
F icon
330
Ford
F
$52.8B
$119K 0.01%
+10,965
XLC icon
331
The Communication Services Select Sector SPDR Fund
XLC
$28B
$117K 0.01%
1,082
VFH icon
332
Vanguard Financials ETF
VFH
$12.8B
$114K 0.01%
899
EMXC icon
333
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.2B
$110K 0.01%
1,747
SNAP icon
334
Snap
SNAP
$13.4B
$109K 0.01%
12,568
-3,495
XSVM icon
335
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$579M
$104K 0.01%
2,000
IWD icon
336
iShares Russell 1000 Value ETF
IWD
$65.9B
$102K 0.01%
527
IWF icon
337
iShares Russell 1000 Growth ETF
IWF
$127B
$101K 0.01%
237
VBR icon
338
Vanguard Small-Cap Value ETF
VBR
$31.7B
$97.5K 0.01%
500
ERIC icon
339
Ericsson
ERIC
$31.4B
$94.8K 0.01%
+11,179
IYK icon
340
iShares US Consumer Staples ETF
IYK
$1.32B
$94.1K 0.01%
1,335
+8
IWP icon
341
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$93.8K 0.01%
676
NMR icon
342
Nomura Holdings
NMR
$20.8B
$92.4K 0.01%
14,039
-2,202
JPEM icon
343
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$355M
$86.8K 0.01%
1,539
-805
SMLF icon
344
iShares US Small Cap Equity Factor ETF
SMLF
$2.4B
$83.6K 0.01%
1,231
DFUS icon
345
Dimensional US Equity ETF
DFUS
$17.6B
$83.6K 0.01%
1,247
ISCF icon
346
iShares International Small Cap Equity Factor ETF
ISCF
$503M
$81.8K 0.01%
2,111
+183
IYW icon
347
iShares US Technology ETF
IYW
$23.3B
$78.6K 0.01%
453
FNDE icon
348
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.04B
$75.6K 0.01%
2,290
+1,224
WIT icon
349
Wipro
WIT
$28B
$72K 0.01%
23,850
+2,768
IWO icon
350
iShares Russell 2000 Growth ETF
IWO
$13.5B
$70.3K 0.01%
246
12 13
14
15 16