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
351
$67.1K 0.01%
+716
352
$66.8K 0.01%
11,476
+291
353
$62K 0.01%
1,183
354
$60.3K 0.01%
178
355
$59.6K 0.01%
11,508
+900
356
$57.6K 0.01%
13,555
+3,139
357
$57.4K 0.01%
266
-100
358
$56.9K 0.01%
+625
359
$54.1K 0.01%
843
360
$51.8K 0.01%
+700
361
$50K 0.01%
1,168
+552
362
$49.3K 0.01%
+524
363
$47.2K 0.01%
250
364
$46.8K 0.01%
508
+1
365
$46.1K 0.01%
+1,153
366
$42.4K ﹤0.01%
+1,862
367
$37.8K ﹤0.01%
894
368
$37K ﹤0.01%
+725
369
$36.3K ﹤0.01%
+1,268
370
$35.3K ﹤0.01%
+1,384
371
$35.2K ﹤0.01%
+1,593
372
$31.5K ﹤0.01%
442
373
$29.9K ﹤0.01%
371
374
$29.9K ﹤0.01%
+468
375
$29.9K ﹤0.01%
334
-75
13 14
15
16 17