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
$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
MUB icon
401
iShares National Muni Bond ETF
MUB
$42.7B
$2.66K ﹤0.01%
25
USRT icon
402
iShares Core US REIT ETF
USRT
$3.56B
$2.64K ﹤0.01%
45
-93
JMUB icon
403
JPMorgan Municipal ETF
JMUB
$7.04B
$2.52K ﹤0.01%
50
EFG icon
404
iShares MSCI EAFE Growth ETF
EFG
$9.26B
$1.71K ﹤0.01%
+15
IYH icon
405
iShares US Healthcare ETF
IYH
$3.01B
$1.47K ﹤0.01%
25
IWR icon
406
iShares Russell Mid-Cap ETF
IWR
$46.8B
$496 ﹤0.01%
5
PSA icon
407
Public Storage
PSA
$52.5B
– –
-1,222
APO icon
408
Apollo Global Management
APO
$60.1B
– –
-2,641
PANW icon
409
Palo Alto Networks
PANW
$136B
– –
-1,258
AIG icon
410
American International
AIG
$41.3B
– –
-4,275
AVGE icon
411
Avantis All Equity Markets ETF
AVGE
$770M
– –
-6,233
AVUV icon
412
Avantis US Small Cap Value ETF
AVUV
$22.2B
– –
-625
BIV icon
413
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
– –
-86
BND icon
414
Vanguard Total Bond Market
BND
$151B
– –
-3,128
BSX icon
415
Boston Scientific
BSX
$102B
– –
-1,881
CHWY icon
416
Chewy
CHWY
$10.4B
– –
-5,345
CI icon
417
Cigna
CI
$70.5B
– –
-998
CMCSA icon
418
Comcast
CMCSA
$109B
– –
-6,423
CNXC icon
419
Concentrix
CNXC
$1.95B
– –
-4,522
CORP icon
420
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.47B
– –
-12,343
CRWD icon
421
CrowdStrike
CRWD
$112B
– –
-419
DDOG icon
422
Datadog
DDOG
$44.2B
– –
-6,766
DKNG icon
423
DraftKings
DKNG
$12.7B
– –
-4,696
ERIC icon
424
Ericsson
ERIC
$38B
– –
-11,179
EXR icon
425
Extra Space Storage
EXR
$29.8B
– –
-1,530
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17
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