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
$158M
AUM Growth
-$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$245K
2
+$224K
3
+$171K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$98K
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$64.2K

Top Sells

1
+$97.8M
2
+$3.23M
3
+$2.47M
4
JPEU
JPMorgan Diversified Return Europe Equity ETF
JPEU
+$2.04M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.61M

Sector Composition

1 Materials 45.52%
2 Healthcare 1.16%
3 Technology 0.97%
4 Energy 0.44%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$279K 0.18%
1,999
-607
27
$261K 0.17%
42,352
28
$257K 0.16%
10,800
-103,776
29
$254K 0.16%
3,846
30
$252K 0.16%
10,620
-9,610
31
$245K 0.16%
+5,061
32
$226K 0.14%
1,833
-15
33
$224K 0.14%
+1,807
34
$219K 0.14%
4,084
-200
35
$206K 0.13%
729
-215
36
$178K 0.11%
3,574
-379
37
$173K 0.11%
3,164
+20
38
$165K 0.1%
1,509
+290
39
$158K 0.1%
3,936
-20,478
40
$154K 0.1%
770
41
$152K 0.1%
1,370
-1,067
42
$143K 0.09%
2,851
+7
43
$143K 0.09%
4,980
-3,552
44
$130K 0.08%
2,360
-502
45
$125K 0.08%
793
46
$120K 0.08%
1,053
47
$116K 0.07%
829
48
$112K 0.07%
2,063
-1,659
49
$100K 0.06%
1,800
50
$98K 0.06%
+5,632
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