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
$935M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.33M
3
+$2.98M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.07M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.78M

Top Sells

1
+$4.21M
2
+$2M
3
+$1.58M
4
AMZN icon
Amazon
AMZN
+$1.4M
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
FINV
351
FinVolution Group
FINV
$1.32B
$87K 0.01%
11,798
-769
SDY icon
352
State Street SPDR S&P Dividend ETF
SDY
$20.2B
$77.4K 0.01%
+553
FNDX icon
353
Schwab Fundamental US Large Company Index ETF
FNDX
$22.1B
$76K 0.01%
2,889
-2,673
LYG icon
354
Lloyds Banking Group
LYG
$75.5B
$72K 0.01%
15,864
+2,309
GAB icon
355
Gabelli Equity Trust
GAB
$1.91B
$71.6K 0.01%
11,751
+275
RPV icon
356
Invesco S&P 500 Pure Value ETF
RPV
$1.44B
$71.2K 0.01%
716
IWB icon
357
iShares Russell 1000 ETF
IWB
$46B
$64.9K 0.01%
178
IWM icon
358
iShares Russell 2000 ETF
IWM
$74.6B
$64.4K 0.01%
266
XLF icon
359
State Street Financial Select Sector SPDR ETF
XLF
$53.3B
$63.7K 0.01%
1,183
ISCF icon
360
iShares International Small Cap Equity Factor ETF
ISCF
$542M
$62.2K 0.01%
1,513
-598
SMLF icon
361
iShares US Small Cap Equity Factor ETF
SMLF
$2.87B
$60.6K 0.01%
815
-416
DFIV icon
362
Dimensional International Value ETF
DFIV
$15.4B
$53.9K 0.01%
1,168
ITA icon
363
iShares US Aerospace & Defense ETF
ITA
$12.1B
$52.3K 0.01%
250
BOND icon
364
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.56B
$47.4K 0.01%
508
DFUV icon
365
Dimensional US Marketwide Value ETF
DFUV
$13B
$40K ﹤0.01%
894
WIT icon
366
Wipro
WIT
$29.6B
$39.2K ﹤0.01%
14,913
-8,937
FNDE icon
367
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.82B
$38.5K ﹤0.01%
1,066
-1,224
FLOT icon
368
iShares Floating Rate Bond ETF
FLOT
$8.97B
$37K ﹤0.01%
725
JPIN icon
369
JPMorgan Diversified Return International Equity ETF
JPIN
$373M
$35.4K ﹤0.01%
531
-312
GRAB icon
370
Grab
GRAB
$21.2B
$32.9K ﹤0.01%
+5,462
SPHQ icon
371
Invesco S&P 500 Quality ETF
SPHQ
$15.4B
$32.4K ﹤0.01%
442
EFA icon
372
iShares MSCI EAFE ETF
EFA
$70.4B
$31.2K ﹤0.01%
334
HYG icon
373
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.3B
$30.1K ﹤0.01%
371
MXI icon
374
iShares Global Materials ETF
MXI
$236M
$27.3K ﹤0.01%
296
IXC icon
375
iShares Global Energy ETF
IXC
$1.9B
$26.2K ﹤0.01%
627
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