SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.99%
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
+$4.7M
2
+$3.33M
3
+$2.98M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.07M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.78M

Top Sells

1
+$4.21M
2
+$2M
3
+$1.58M
4
AMZN icon
Amazon
AMZN
+$1.4M
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
EXR icon
426
Extra Space Storage
EXR
$30B
– –
-1,530
F icon
427
Ford
F
$53.6B
– –
-10,965
FDIS icon
428
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$2B
– –
-524
FHLC icon
429
Fidelity MSCI Health Care Index ETF
FHLC
$2.9B
– –
-468
FIDU icon
430
Fidelity MSCI Industrials Index ETF
FIDU
$1.66B
– –
-365
FNDA icon
431
Schwab Fundamental US Small Company Index ETF
FNDA
$9.61B
– –
-1,268
FNDC icon
432
Schwab Fundamental International Small Company Index ETF
FNDC
$3.22B
– –
-499
FNDF icon
433
Schwab Fundamental International Large Company Index ETF
FNDF
$20.8B
– –
-1,153
FSTA icon
434
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.38B
– –
-395
FTEC icon
435
Fidelity MSCI Information Technology Index ETF
FTEC
$16.9B
– –
-100
FUTY icon
436
Fidelity MSCI Utilities Index ETF
FUTY
$2.2B
– –
-61
HEFA icon
437
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.91B
– –
-101
HUN icon
438
Huntsman Corp
HUN
$2.06B
– –
-13,348
IGSB icon
439
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
– –
-11,241
ISRG icon
440
Intuitive Surgical
ISRG
$186B
– –
-2,288
KMX icon
441
CarMax
KMX
$6.56B
– –
-6,950
LDUR icon
442
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.23B
– –
-82
LQD icon
443
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$27.2B
– –
-45
MCK icon
444
McKesson
MCK
$101B
– –
-311
MKTX icon
445
MarketAxess Holdings
MKTX
$6.38B
– –
-1,050
NEE icon
446
NextEra Energy
NEE
$178B
– –
-2,967
NOK icon
447
Nokia
NOK
$38.3B
– –
-11,508
PANW icon
448
Palo Alto Networks
PANW
$128B
– –
-1,258
PSA icon
449
Public Storage
PSA
$49.6B
– –
-1,222
RACE icon
450
Ferrari
RACE
$60.3B
– –
-465
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