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
$150M
AUM Growth
-$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$472K
2
+$470K
3
+$299K
4
INTC icon
Intel
INTC
+$225K
5
LMT icon
Lockheed Martin
LMT
+$224K

Top Sells

1
+$2.98M
2
+$475K
3
+$324K
4
MMM icon
3M
MMM
+$312K
5
SNDS
SUSTAINABLE NORTH AMERICAN OIL SANDS ETF
SNDS
+$289K

Sector Composition

1 Materials 44.46%
2 Technology 1.33%
3 Healthcare 0.74%
4 Financials 0.46%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$233K 0.16%
4,731
27
$229K 0.15%
10,620
28
$228K 0.15%
3,846
29
$225K 0.15%
+4,364
30
$224K 0.15%
+573
31
$222K 0.15%
1,670
-157
32
$217K 0.15%
1,833
-66
33
$216K 0.14%
729
34
$212K 0.14%
1,018
+5
35
$204K 0.14%
+5,163
36
$185K 0.12%
860
+90
37
$184K 0.12%
6,329
-5,462
38
$165K 0.11%
2,863
-301
39
$159K 0.11%
1,402
-31
40
$156K 0.1%
1,370
41
$156K 0.1%
3,906
42
$148K 0.1%
4,980
43
$131K 0.09%
2,868
+9
44
$128K 0.09%
2,410
-869
45
$127K 0.08%
1,053
46
$121K 0.08%
2,711
+48
47
$121K 0.08%
829
48
$108K 0.07%
2,063
-920
49
$100K 0.07%
606
50
$82K 0.05%
907
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