SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
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
+$2.62M
2
+$2.18M
3
+$1.37M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Top Sells

1
+$10.7M
2
+$1.86M
3
+$1.21M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$605K
5
PANW icon
Palo Alto Networks
PANW
+$518K

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
326
$124K 0.01%
1,133
+549
327
$121K 0.01%
4,316
+17
328
$120K 0.01%
12,232
+245
329
$119K 0.01%
12,567
-467
330
$119K 0.01%
+10,965
331
$117K 0.01%
1,082
332
$114K 0.01%
899
333
$110K 0.01%
1,747
334
$109K 0.01%
12,568
-3,495
335
$104K 0.01%
2,000
336
$102K 0.01%
527
337
$101K 0.01%
237
338
$97.5K 0.01%
500
339
$94.8K 0.01%
+11,179
340
$94.1K 0.01%
1,335
+8
341
$93.8K 0.01%
676
342
$92.4K 0.01%
14,039
-2,202
343
$86.8K 0.01%
1,539
-805
344
$83.6K 0.01%
1,231
345
$83.6K 0.01%
1,247
346
$81.8K 0.01%
2,111
+183
347
$78.6K 0.01%
453
348
$75.6K 0.01%
2,290
+1,224
349
$72K 0.01%
23,850
+2,768
350
$70.3K 0.01%
246
12 13
14
15 16