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
F icon
426
Ford
F
$46.7B
– –
-10,965
FDIS icon
427
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.67B
– –
-524
FHLC icon
428
Fidelity MSCI Health Care Index ETF
FHLC
$2.83B
– –
-468
FIDU icon
429
Fidelity MSCI Industrials Index ETF
FIDU
$1.86B
– –
-365
FNCL icon
430
Fidelity MSCI Financials Index ETF
FNCL
$2.19B
– –
-700
FNDA icon
431
Schwab Fundamental US Small Company Index ETF
FNDA
$9.16B
– –
-1,268
FNDC icon
432
Schwab Fundamental International Small Company Index ETF
FNDC
$3.08B
– –
-499
FNDF icon
433
Schwab Fundamental International Large Company Index ETF
FNDF
$21.2B
– –
-1,153
FSTA icon
434
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.44B
– –
-395
FTEC icon
435
Fidelity MSCI Information Technology Index ETF
FTEC
$15.4B
– –
-100
FUTY icon
436
Fidelity MSCI Utilities Index ETF
FUTY
$2.45B
– –
-61
HEFA icon
437
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.88B
– –
-101
HUN icon
438
Huntsman Corp
HUN
$2.09B
– –
-13,348
IGSB icon
439
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
– –
-11,241
ISRG icon
440
Intuitive Surgical
ISRG
$167B
– –
-2,288
KMX icon
441
CarMax
KMX
$5.98B
– –
-6,950
LDUR icon
442
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
– –
-82
LQD icon
443
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.5B
– –
-45
MBB icon
444
iShares MBS ETF
MBB
$38.9B
– –
-9
MCK icon
445
McKesson
MCK
$115B
– –
-311
MKTX icon
446
MarketAxess Holdings
MKTX
$6.41B
– –
-1,050
NEE icon
447
NextEra Energy
NEE
$193B
– –
-2,967
NOK icon
448
Nokia
NOK
$45.8B
– –
-11,508
RACE icon
449
Ferrari
RACE
$58.8B
– –
-465
RELX icon
450
RELX
RELX
$61.3B
– –
-4,163
15 16 17
18
19