We are live on ! Find out more
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
351
$87K 0.01%
11,798
-769
352
$77.4K 0.01%
+553
353
$76K 0.01%
2,889
-2,673
354
$72K 0.01%
15,864
+2,309
355
$71.6K 0.01%
11,751
+275
356
$71.2K 0.01%
716
357
$64.9K 0.01%
178
358
$64.4K 0.01%
266
359
$63.7K 0.01%
1,183
360
$62.2K 0.01%
1,513
-598
361
$60.6K 0.01%
815
-416
362
$53.9K 0.01%
1,168
363
$52.3K 0.01%
250
364
$47.4K 0.01%
508
365
$40K ﹤0.01%
894
366
$39.2K ﹤0.01%
14,913
-8,937
367
$38.5K ﹤0.01%
1,066
-1,224
368
$37K ﹤0.01%
725
369
$35.4K ﹤0.01%
531
-312
370
$32.9K ﹤0.01%
+5,462
371
$32.4K ﹤0.01%
442
372
$31.2K ﹤0.01%
334
373
$30.1K ﹤0.01%
371
374
$27.3K ﹤0.01%
296
375
$26.2K ﹤0.01%
627
13 14
15
16 17