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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
TEAM icon
451
Atlassian
TEAM
$22.3B
– –
-4,840
TEL icon
452
TE Connectivity
TEL
$61.8B
– –
-902
TFX icon
453
Teleflex
TFX
$5.8B
– –
-2,794
THC icon
454
Tenet Healthcare
THC
$15.3B
– –
-1,034
TYL icon
455
Tyler Technologies
TYL
$12B
– –
-635
UBS icon
456
UBS Group
UBS
$160B
– –
-4,597
UL icon
457
Unilever
UL
$128B
– –
-3,606
UTHR icon
458
United Therapeutics
UTHR
$23B
– –
-526
VFH icon
459
Vanguard Financials ETF
VFH
$12.7B
– –
-196
WEN icon
460
Wendy's
WEN
$1.31B
– –
-12,038
WM icon
461
Waste Management
WM
$88.2B
– –
-1,031
XLB icon
462
State Street Materials Select Sector SPDR ETF
XLB
$7.99B
– –
-60
XLC icon
463
State Street Communication Services Select Sector SPDR ETF
XLC
$24.1B
– –
-175
XLP icon
464
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
– –
-85
XLRE icon
465
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.09B
– –
-86
XMMO icon
466
Invesco S&P MidCap Momentum ETF
XMMO
$7.57B
– –
0
ZS icon
467
Zscaler
ZS
$20.9B
– –
-1,244
ZTS icon
468
Zoetis
ZTS
$33.7B
– –
-1,671
FTEC icon
469
Fidelity MSCI Information Technology Index ETF
FTEC
$20.4B
– –
-100
FUTY icon
470
Fidelity MSCI Utilities Index ETF
FUTY
$2.35B
– –
-24
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