SFC
SYM Financial Corp Portfolio holdings
AUM
$893M
1-Year Return
14%
This Quarter Return
+8.86%
1 Year Return
+14%
3 Year Return
+41.34%
5 Year Return
+70.11%
10 Year Return
–
AUM
$893M
AUM Growth
+$81.8M
(+10%)
Cap. Flow
+$21.6M
Cap. Flow
% of AUM
2.42%
Top 10 Holdings %
Top 10 Hldgs %
72.58%
Holding
452
New
100
Increased
157
Reduced
105
Closed
32
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 7.39% |
| 2 | Financials | 2.73% |
| 3 | Healthcare | 2.56% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Materials | 2.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
iShares 20+ Year Treasury Bond ETF
TLT
$49.7B
| – | – |
-800
| Closed | -$72.8K |
|
452
TotalEnergies
TTE
$134B
| – | – |
-4,872
| Closed | -$315K |
|