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
$812M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$5.06M
3
+$4.12M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.8M
5
AVGO icon
Broadcom
AVGO
+$1.54M

Top Sells

1
+$967K
2
+$695K
3
+$484K
4
MSFT icon
Microsoft
MSFT
+$420K
5
TXN icon
Texas Instruments
TXN
+$405K

Sector Composition

1 Technology 6.06%
2 Healthcare 2.75%
3 Materials 2.66%
4 Financials 2.46%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-3,817
377
– –
-724
378
– –
-492
379
– –
-1,258
380
– –
-1,380
381
– –
-3,806
382
– –
-1,395
383
– –
-2,564
384
– –
-32
385
– –
-22
386
– –
-968
387
– –
-19
388
– –
-2,573
389
– –
-12
390
– –
-1,196
391
– –
-15,091
392
– –
-23
393
– –
-20
394
– –
-4,956
12 13 14 15
16