SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.79M
3
+$4.18M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.22M

Top Sells

1
+$979K
2
+$695K
3
+$439K
4
TXN icon
Texas Instruments
TXN
+$389K
5
MSFT icon
Microsoft
MSFT
+$387K

Sector Composition

1 Technology 6.06%
2 Healthcare 2.75%
3 Materials 2.66%
4 Financials 2.46%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$24.2K ﹤0.01%
616
327
$23.9K ﹤0.01%
292
328
$22.5K ﹤0.01%
247
-211
329
$21.2K ﹤0.01%
368
+44
330
$16.2K ﹤0.01%
127
-303
331
$15.6K ﹤0.01%
83
332
$15.4K ﹤0.01%
299
333
$15.2K ﹤0.01%
254
334
$14.1K ﹤0.01%
53
335
$11.6K ﹤0.01%
67
-94
336
$11.5K ﹤0.01%
134
-74
337
$11.4K ﹤0.01%
200
338
$10.9K ﹤0.01%
138
+124
339
$10.8K ﹤0.01%
239
-289
340
$7.9K ﹤0.01%
+98
341
$7.87K ﹤0.01%
+82
342
$6.94K ﹤0.01%
85
-30
343
$4.3K ﹤0.01%
120
344
$3.6K ﹤0.01%
86
345
$2.27K ﹤0.01%
52
346
$1.79K ﹤0.01%
+41
347
$834 ﹤0.01%
+31
348
$826 ﹤0.01%
+12
349
$634 ﹤0.01%
7
-9
350
$502 ﹤0.01%
+14
12 13
14
15 16