SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
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
F icon
451
Ford
F
$54.3B
– –
-10,965
FDIS icon
452
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.96B
– –
-524
FHLC icon
453
Fidelity MSCI Health Care Index ETF
FHLC
$2.81B
– –
-468
FIDU icon
454
Fidelity MSCI Industrials Index ETF
FIDU
$1.54B
– –
-365
FNCL icon
455
Fidelity MSCI Financials Index ETF
FNCL
$2.44B
– –
-700
FNDA icon
456
Schwab Fundamental US Small Company Index ETF
FNDA
$9.28B
– –
-1,268
FNDC icon
457
Schwab Fundamental International Small Company Index ETF
FNDC
$2.94B
– –
-499
FNDF icon
458
Schwab Fundamental International Large Company Index ETF
FNDF
$18.7B
– –
-1,153
FSTA icon
459
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.32B
– –
-395
FTEC icon
460
Fidelity MSCI Information Technology Index ETF
FTEC
$17.2B
– –
-100
FUTY icon
461
Fidelity MSCI Utilities Index ETF
FUTY
$2.14B
– –
-61
HEFA icon
462
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.67B
– –
-101
HUN icon
463
Huntsman Corp
HUN
$1.86B
– –
-13,348
IGSB icon
464
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.7B
– –
-11,241
ISRG icon
465
Intuitive Surgical
ISRG
$197B
– –
-2,288
KMX icon
466
CarMax
KMX
$6.12B
– –
-6,950
VNQ icon
467
Vanguard Real Estate ETF
VNQ
$33.7B
– –
-5
VNQI icon
468
Vanguard Global ex-US Real Estate ETF
VNQI
$3.56B
– –
-5
WST icon
469
West Pharmaceutical
WST
$19.2B
– –
-1,027
XMMO icon
470
Invesco S&P MidCap Momentum ETF
XMMO
$5.1B
– –
-4
CNH
471
CNH Industrial
CNH
$12.2B
– –
-12,165
SMBS
472
Schwab Mortgage-Backed Securities ETF
SMBS
$5.76B
– –
-1,384
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