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
$43.9B
$2.66K ﹤0.01%
25
USRT icon
402
iShares Core US REIT ETF
USRT
$3.7B
$2.64K ﹤0.01%
45
-93
JMUB icon
403
JPMorgan Municipal ETF
JMUB
$7.44B
$2.52K ﹤0.01%
50
EFG icon
404
iShares MSCI EAFE Growth ETF
EFG
$15.1B
$1.71K ﹤0.01%
+15
IYH icon
405
iShares US Healthcare ETF
IYH
$2.83B
$1.47K ﹤0.01%
25
IWR icon
406
iShares Russell Mid-Cap ETF
IWR
$52.1B
$496 ﹤0.01%
5
PSA icon
407
Public Storage
PSA
$54.1B
– –
-1,222
AIG icon
408
American International
AIG
$40.2B
– –
-4,275
AVGE icon
409
Avantis All Equity Markets ETF
AVGE
$901M
– –
-6,233
AVUV icon
410
Avantis US Small Cap Value ETF
AVUV
$25.9B
– –
-625
BIV icon
411
Vanguard Intermediate-Term Bond ETF
BIV
$28.5B
– –
-86
BND icon
412
Vanguard Total Bond Market
BND
$152B
– –
-3,128
BSX icon
413
Boston Scientific
BSX
$89.1B
– –
-1,881
CORP icon
414
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.63B
– –
-12,343
CRWD icon
415
CrowdStrike
CRWD
$115B
– –
-419
DDOG icon
416
Datadog
DDOG
$46.9B
– –
-6,766
DKNG icon
417
DraftKings
DKNG
$11.7B
– –
-4,696
ERIC icon
418
Ericsson
ERIC
$36.9B
– –
-11,179
EXR icon
419
Extra Space Storage
EXR
$30B
– –
-1,530
F icon
420
Ford
F
$50.1B
– –
-10,965
ISRG icon
421
Intuitive Surgical
ISRG
$167B
– –
-2,288
KMX icon
422
CarMax
KMX
$5.41B
– –
-6,950
LDUR icon
423
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
– –
-82
LQD icon
424
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.1B
– –
-45
SCHP icon
425
Schwab US TIPS ETF
SCHP
$15.7B
– –
-435
15 16
17
18 19