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
$99.5M
AUM Growth
-$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.57M
3
+$1.11M
4
LNC icon
Lincoln National
LNC
+$256K
5
JPM icon
JPMorgan Chase
JPM
+$245K

Top Sells

1
+$4.71M
2
+$4.4M
3
+$351K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$305K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$303K

Sector Composition

1 Materials 37.24%
2 Technology 1.98%
3 Healthcare 1.08%
4 Financials 0.71%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$228K 0.23%
+5,435
27
$227K 0.23%
4,731
28
$224K 0.23%
11,032
-1,886
29
$221K 0.22%
4,084
-1,115
30
$216K 0.22%
+2,220
31
$214K 0.22%
1,858
+306
32
$211K 0.21%
16,549
-112
33
$202K 0.2%
8,897
-3,500
34
$176K 0.18%
4,455
+2,244
35
$156K 0.16%
737
-244
36
$155K 0.16%
1,370
37
$132K 0.13%
2,863
38
$124K 0.12%
5,166
+156
39
$114K 0.11%
3,836
-70
40
$112K 0.11%
3,846
41
$108K 0.11%
2,500
+90
42
$103K 0.1%
5,840
43
$103K 0.1%
1,053
-41
44
$96K 0.1%
2,421
45
$91K 0.09%
43,727
-697
46
$91K 0.09%
829
47
$86K 0.09%
606
48
$86K 0.09%
2,087
+1,756
49
$80K 0.08%
907
-110
50
$70K 0.07%
909
+395
1
2
3 4 5