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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
401
$2.66K ﹤0.01%
25
402
$2.64K ﹤0.01%
45
-93
403
$2.52K ﹤0.01%
50
404
$1.71K ﹤0.01%
+15
405
$1.47K ﹤0.01%
25
406
$496 ﹤0.01%
5
407
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-4,275
408
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-2,641
409
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-6,233
410
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-625
411
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-86
412
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-3,128
413
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-1,881
414
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-5,345
415
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-998
416
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-6,423
417
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-4,522
418
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-12,343
419
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-419
420
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-6,766
421
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-4,696
422
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423
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-6,950
424
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425
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-45
15 16
17
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