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
$973M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.03M
3
+$1.5M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$992K

Top Sells

1
+$3.26M
2
+$1.59M
3
+$723K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$543K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$456K

Sector Composition

1 Technology 6.69%
2 Financials 2.78%
3 Healthcare 2.66%
4 Consumer Discretionary 1.96%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYW icon
351
iShares US Technology ETF
IYW
$21.5B
$90.6K 0.01%
454
LYG icon
352
Lloyds Banking Group
LYG
$77.9B
$89K 0.01%
16,794
+930
FNDX icon
353
Schwab Fundamental US Large Company Index ETF
FNDX
$25.4B
$78.6K 0.01%
2,889
GAB icon
354
Gabelli Equity Trust
GAB
$1.78B
$74.2K 0.01%
12,034
+283
IWM icon
355
iShares Russell 2000 ETF
IWM
$76.7B
$73.6K 0.01%
299
+33
DFIV icon
356
Dimensional International Value ETF
DFIV
$18.9B
$72.1K 0.01%
1,444
+276
IWB icon
357
iShares Russell 1000 ETF
IWB
$46B
$66.3K 0.01%
178
XLF icon
358
State Street Financial Select Sector SPDR ETF
XLF
$51.4B
$64.8K 0.01%
1,183
ISCF icon
359
iShares International Small Cap Equity Factor ETF
ISCF
$630M
$62.8K 0.01%
1,513
SMLF icon
360
iShares US Small Cap Equity Factor ETF
SMLF
$3.62B
$61K 0.01%
815
FDIS icon
361
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.8B
$53.6K 0.01%
+524
WIT icon
362
Wipro
WIT
$21.5B
$47.6K ﹤0.01%
16,759
+1,846
IYK icon
363
iShares US Consumer Staples ETF
IYK
$1.35B
$45.4K ﹤0.01%
679
-665
VTV icon
364
Vanguard Value ETF
VTV
$170B
$43.5K ﹤0.01%
228
+161
BOND icon
365
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.88B
$43K ﹤0.01%
462
-46
DFUV icon
366
Dimensional US Marketwide Value ETF
DFUV
$14.5B
$41.7K ﹤0.01%
894
FNCL icon
367
Fidelity MSCI Financials Index ETF
FNCL
$2.3B
$38.9K ﹤0.01%
+500
FNDE icon
368
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.38B
$38.4K ﹤0.01%
1,066
FLOT icon
369
iShares Floating Rate Bond ETF
FLOT
$9.27B
$36.9K ﹤0.01%
725
FHLC icon
370
Fidelity MSCI Health Care Index ETF
FHLC
$2.78B
$34.7K ﹤0.01%
+468
SPHQ icon
371
Invesco S&P 500 Quality ETF
SPHQ
$17.1B
$33.2K ﹤0.01%
442
ITA icon
372
iShares US Aerospace & Defense ETF
ITA
$13.4B
$32.2K ﹤0.01%
150
-100
EFA icon
373
iShares MSCI EAFE ETF
EFA
$74.8B
$32.1K ﹤0.01%
334
JPIN icon
374
JPMorgan Diversified Return International Equity ETF
JPIN
$358M
$31.8K ﹤0.01%
466
-65
FIDU icon
375
Fidelity MSCI Industrials Index ETF
FIDU
$2.03B
$30.1K ﹤0.01%
+365
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15
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