SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$774M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.13M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.93M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$5.51M

Top Sells

1
+$4.07M
2
+$3.92M
3
+$3.8M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$3.79M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M

Sector Composition

1 Technology 6.75%
2 Materials 3.04%
3 Financials 2.44%
4 Consumer Discretionary 2.19%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.35K ﹤0.01%
+19
327
$1.32K ﹤0.01%
+20
328
$1.24K ﹤0.01%
+11
329
$1.21K ﹤0.01%
+23
330
$1.06K ﹤0.01%
28
-69,972
331
$454 ﹤0.01%
5
332
$299 ﹤0.01%
+4
333
$77 ﹤0.01%
+1
334
– –
-1,161
335
– –
-253
336
– –
-337,858
337
– –
-182,500
338
– –
-552
339
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-179,000
340
– –
-12,142
341
– –
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342
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343
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-192,000
344
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-185,000
345
– –
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346
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347
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348
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-953
349
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-7,061
350
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-45
11 12 13
14
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