SFC
SYM Financial Corp Portfolio holdings
AUM
$893M
This Quarter Return
-3.53%
1 Year Return
+14%
3 Year Return
+41.34%
5 Year Return
+70.11%
10 Year Return
–
AUM
$774M
AUM Growth
+$774M
(+3.5%)
Cap. Flow
+$77.5M
Cap. Flow
% of AUM
10.02%
Top 10 Holdings %
Top 10 Hldgs %
74.54%
Holding
362
New
99
Increased
144
Reduced
44
Closed
29
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$11.8M |
| 2 |
Dimensional International Core Equity Market ETF
DFAI
|
$10M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$8.13M |
| 4 |
NVIDIA
NVDA
|
$6.27M |
| 5 |
Microsoft
MSFT
|
$5.93M |
Top Sells
Sector Composition
| 1 | Technology | 6.75% |
| 2 | Materials | 3.04% |
| 3 | Financials | 2.44% |
| 4 | Consumer Discretionary | 2.19% |
| 5 | Healthcare | 2% |
