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
$973M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.03M
3
+$1.5M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$992K

Top Sells

1
+$3.26M
2
+$1.59M
3
+$723K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$543K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$456K

Sector Composition

1 Technology 6.69%
2 Financials 2.78%
3 Healthcare 2.66%
4 Consumer Discretionary 1.96%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DD icon
426
DuPont de Nemours
DD
$18.3B
– –
-10,640
DELL icon
427
Dell
DELL
$99.9B
– –
-1,496
EFG icon
428
iShares MSCI EAFE Growth ETF
EFG
$9.26B
– –
-15
EPD icon
429
Enterprise Products Partners
EPD
$79.9B
– –
-11,375
FINV
430
FinVolution Group
FINV
$1.3B
– –
-11,798
GWRE icon
431
Guidewire Software
GWRE
$13.6B
– –
-936
HIG icon
432
Hartford Financial Services
HIG
$36.8B
– –
-1,561
HYG icon
433
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.4B
– –
-371
IBB icon
434
iShares Biotechnology ETF
IBB
$8.18B
– –
-127
IVV icon
435
iShares Core S&P 500 ETF
IVV
$719B
– –
-1,080
IWR icon
436
iShares Russell Mid-Cap ETF
IWR
$46.8B
– –
-5
IXJ icon
437
iShares Global Healthcare ETF
IXJ
$3.88B
– –
-247
J icon
438
Jacobs Solutions
J
$15B
– –
-1,367
LYV icon
439
Live Nation Entertainment
LYV
$36.3B
– –
-1,893
MOH icon
440
Molina Healthcare
MOH
$7.65B
– –
-1,904
MSCI icon
441
MSCI
MSCI
$40.4B
– –
-390
NTNX icon
442
Nutanix
NTNX
$10.4B
– –
-3,156
OZK icon
443
Bank OZK
OZK
$4.78B
– –
-5,880
PFF icon
444
iShares Preferred and Income Securities ETF
PFF
$13.9B
– –
-789
POOL icon
445
Pool Corp
POOL
$7.6B
– –
-653
SDY icon
446
State Street SPDR S&P Dividend ETF
SDY
$21B
– –
-553
SHV icon
447
iShares 0-1 Year Treasury Bond ETF
SHV
$20B
– –
-110
SLYG icon
448
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.9B
– –
-69
SPAB icon
449
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.02B
– –
-318
SPMD icon
450
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.5B
– –
-2,000
15 16 17
18
19