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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
376
$25.4K ﹤0.01%
471
+1
377
$24.9K ﹤0.01%
+789
378
$24.2K ﹤0.01%
948
379
$22.6K ﹤0.01%
83
380
$21.9K ﹤0.01%
247
381
$19.2K ﹤0.01%
200
382
$18.9K ﹤0.01%
228
383
$18.3K ﹤0.01%
127
384
$17.9K ﹤0.01%
178
385
$17.4K ﹤0.01%
254
386
$16.8K ﹤0.01%
138
387
$15.9K ﹤0.01%
299
388
$14K ﹤0.01%
+173
389
$13K ﹤0.01%
239
390
$12.5K ﹤0.01%
67
391
$12.2K ﹤0.01%
110
-1,170
392
$12K ﹤0.01%
276
393
$12K ﹤0.01%
268
394
$11.4K ﹤0.01%
200
395
$8.22K ﹤0.01%
+318
396
$6.66K ﹤0.01%
85
397
$6.51K ﹤0.01%
+69
398
$5.1K ﹤0.01%
120
399
$3.62K ﹤0.01%
86
400
$2.99K ﹤0.01%
+130
14 15
16
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