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
$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
– –
-2,573
377
– –
-12
378
– –
-1,196
379
– –
-15,091
380
– –
-23
381
– –
-20
382
– –
-4,956
383
– –
-1,086
384
– –
-11
385
– –
-3,562
386
– –
-1,142
387
– –
-1,619
388
– –
-51
389
– –
-12,029
390
– –
-38
391
– –
-964
392
– –
-13,454
393
– –
-3,817
394
– –
-724
12 13 14 15
16