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
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