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
376
$28.3K ﹤0.01%
+365
377
$27.8K ﹤0.01%
+1,098
378
$25.3K ﹤0.01%
296
+4
379
$24.6K ﹤0.01%
627
380
$23.5K ﹤0.01%
470
-124
381
$23.4K ﹤0.01%
948
-465
382
$21.3K ﹤0.01%
247
383
$21K ﹤0.01%
+499
384
$20.2K ﹤0.01%
+395
385
$19.9K ﹤0.01%
83
386
$19.7K ﹤0.01%
+100
387
$18.2K ﹤0.01%
+200
388
$18.2K ﹤0.01%
+228
389
$17.7K ﹤0.01%
+415
390
$17K ﹤0.01%
+178
391
$16.2K ﹤0.01%
254
392
$16.1K ﹤0.01%
127
393
$15.8K ﹤0.01%
+138
394
$15.7K ﹤0.01%
299
395
$13.3K ﹤0.01%
54
+1
396
$11.8K ﹤0.01%
67
397
$11.8K ﹤0.01%
239
398
$11.8K ﹤0.01%
268
399
$11.6K ﹤0.01%
435
+404
400
$11.4K ﹤0.01%
200
14 15
16
17 18