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
401
$11.3K ﹤0.01%
276
402
$9.21K ﹤0.01%
+435
403
$7.86K ﹤0.01%
82
404
$7.8K ﹤0.01%
138
-230
405
$6.88K ﹤0.01%
85
406
$6.67K ﹤0.01%
+86
407
$4.93K ﹤0.01%
45
-11,291
408
$4.71K ﹤0.01%
120
409
$3.82K ﹤0.01%
+101
410
$3.56K ﹤0.01%
86
411
$3.21K ﹤0.01%
+61
412
$2.61K ﹤0.01%
+25
413
$2.48K ﹤0.01%
+50
414
$2.29K ﹤0.01%
52
415
$1.41K ﹤0.01%
+25
416
$845 ﹤0.01%
+9
417
$520 ﹤0.01%
+4
418
$477 ﹤0.01%
5
-2
419
$472 ﹤0.01%
5
420
$230 ﹤0.01%
+5
421
– –
-3,967
422
– –
-5,342
423
– –
-3,466
424
– –
-12
425
– –
-10,082
15 16
17
18 19