SFC

SYM Financial Corp Portfolio holdings

AUM $893M
1-Year Est. Return 14%
This Quarter Est. Return
1 Year Est. Return
+14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$377K
2
+$272K
3
+$120K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$48K
5
IYE icon
iShares US Energy ETF
IYE
+$43K

Top Sells

1
+$25.5M
2
+$9.57M
3
+$1.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$820K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$676K

Sector Composition

1 Materials 52.38%
2 Technology 0.96%
3 Healthcare 0.82%
4 Financials 0.78%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$251K 0.15%
2,370
-573
27
$249K 0.15%
5,185
+359
28
$249K 0.15%
2,469
-58
29
$243K 0.15%
6,698
-30,869
30
$240K 0.15%
4,527
31
$220K 0.13%
1,746
+60
32
$215K 0.13%
1,883
+55
33
$213K 0.13%
4,460
-900
34
$166K 0.1%
1,547
+95
35
$132K 0.08%
2,822
+362
36
$120K 0.07%
+2,476
37
$116K 0.07%
793
+201
38
$88K 0.05%
1,024
-151
39
$84K 0.05%
1,800
40
$57K 0.03%
373
41
$53K 0.03%
552
-198
42
$48K 0.03%
+1,012
43
$43K 0.03%
1,108
44
$43K 0.03%
+1,154
45
$41K 0.03%
668
+422
46
$41K 0.03%
1,079
47
$40K 0.02%
460
-108
48
$32K 0.02%
234
-2,192
49
$31K 0.02%
401
+389
50
$31K 0.02%
165
-56
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2
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