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SFC

SYM Financial Corp Portfolio holdings

AUM $1B
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$935M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.25M
3
+$2.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.01M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.74M

Top Sells

1
+$3.93M
2
+$1.92M
3
+$1.6M
4
AMZN icon
Amazon
AMZN
+$1.44M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.24M

Sector Composition

1 Technology 6.75%
2 Financials 2.75%
3 Healthcare 2.32%
4 Consumer Discretionary 1.83%
5 Materials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$169K 0.02%
2,118
327
$161K 0.02%
1,035
328
$155K 0.02%
+17,774
329
$136K 0.01%
14,869
330
$134K 0.01%
418
+172
331
$128K 0.01%
1,082
332
$128K 0.01%
4,316
333
$125K 0.01%
12,476
+244
334
$121K 0.01%
11,051
-3,184
335
$118K 0.01%
899
336
$118K 0.01%
1,747
337
$115K 0.01%
970
-163
338
$114K 0.01%
+2,000
339
$113K 0.01%
2,000
340
$111K 0.01%
948
341
$108K 0.01%
2,651
-882
342
$107K 0.01%
527
343
$104K 0.01%
500
344
$104K 0.01%
14,250
+211
345
$97.6K 0.01%
1,654
+115
346
$96.3K 0.01%
676
347
$91.9K 0.01%
1,344
+9
348
$91K 0.01%
+11,388
349
$90.3K 0.01%
1,247
350
$88.8K 0.01%
454
+1
12 13
14
15 16