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
$168M
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$388K
2
+$249K
3
+$140K
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$126K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$115K

Top Sells

1
+$419K
2
+$347K
3
+$265K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$249K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$249K

Sector Composition

1 Materials 52.81%
2 Technology 0.85%
3 Healthcare 0.83%
4 Financials 0.56%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$203K 0.12%
4,084
-771
27
$169K 0.1%
3,144
-1,383
28
$160K 0.1%
26,549
-21,569
29
$149K 0.09%
3,557
-3,047
30
$143K 0.09%
2,830
+8
31
$140K 0.08%
+770
32
$130K 0.08%
1,219
-328
33
$126K 0.07%
+2,187
34
$121K 0.07%
793
35
$115K 0.07%
+1,053
36
$113K 0.07%
+829
37
$108K 0.06%
2,481
+5
38
$101K 0.06%
+3,370
39
$97K 0.06%
+1,788
40
$90K 0.05%
1,800
41
$87K 0.05%
1,024
42
$87K 0.05%
+2,745
43
$76K 0.05%
+907
44
$69K 0.04%
+514
45
$61K 0.04%
373
46
$58K 0.03%
2,198
+1,633
47
$54K 0.03%
552
48
$48K 0.03%
1,154
49
$45K 0.03%
1,108
50
$43K 0.03%
1,012
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