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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
$1B
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.91M
3
+$2.69M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.51M
5
URTH icon
iShares MSCI World ETF
URTH
+$984K

Top Sells

1
+$3.6M
2
+$785K
3
+$398K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$393K
5
ORCL icon
Oracle
ORCL
+$360K

Sector Composition

1 Technology 6.04%
2 Financials 2.82%
3 Materials 2.81%
4 Healthcare 2.4%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELV icon
426
Elevance Health
ELV
$87.6B
– –
-725
ETSY icon
427
Etsy
ETSY
$6.59B
– –
-4,386
FDIS icon
428
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.68B
– –
-524
FHLC icon
429
Fidelity MSCI Health Care Index ETF
FHLC
$3.07B
– –
-468
FIDU icon
430
Fidelity MSCI Industrials Index ETF
FIDU
$2.2B
– –
-365
FLOT icon
431
iShares Floating Rate Bond ETF
FLOT
$9.58B
– –
-725
FNCL icon
432
Fidelity MSCI Financials Index ETF
FNCL
$2.25B
– –
-500
FSTA icon
433
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.42B
– –
-395
GRAB icon
434
Grab
GRAB
$13.6B
– –
-5,441
HAE icon
435
Haemonetics
HAE
$3.53B
– –
-2,658
HEEM icon
436
iShares Currency Hedged MSCI Emerging Markets
HEEM
$281M
– –
-72
HEFA icon
437
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.2B
– –
-112
HOOD icon
438
Robinhood
HOOD
$83.8B
– –
-3,518
IGEB icon
439
iShares Investment Grade Systematic Bond ETF
IGEB
$1.36B
– –
-112
IMCG icon
440
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.81B
– –
-282
JMUB icon
441
JPMorgan Municipal ETF
JMUB
$7.8B
– –
-50
LOW icon
442
Lowe's Companies
LOW
$124B
– –
-995
LVS icon
443
Las Vegas Sands
LVS
$33.5B
– –
-5,057
LYFT icon
444
Lyft
LYFT
$5.14B
– –
-10,820
MEDP icon
445
Medpace
MEDP
$13.4B
– –
-412
MUB icon
446
iShares National Muni Bond ETF
MUB
$45.2B
– –
-25
OWL icon
447
Blue Owl Capital
OWL
$6.56B
– –
-10,587
PYPL icon
448
PayPal
PYPL
$36.7B
– –
-5,743
SAP icon
449
SAP
SAP
$191B
– –
-1,103
SSNC icon
450
SS&C Technologies
SSNC
$16.3B
– –
-2,325
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