SFC
SYM Financial Corp Portfolio holdings
AUM
$893M
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
+$893M
(+10%)
Cap. Flow
+$22.5M
Cap. Flow
% of AUM
2.52%
Top 10 Holdings %
Top 10 Hldgs %
72.58%
Holding
452
New
100
Increased
158
Reduced
104
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
Vanguard Russell 2000 ETF
VTWO
$12.6B
| – | – |
-98
| Closed | -$7.9K |
|
452
Invesco S&P 500 Top 50 ETF
XLG
$10.1B
| – | – |
-1,100
| Closed | -$50.6K |
|