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
$174M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$4.95M
3
+$2.53M
4
BHK icon
BlackRock Core Bond Trust
BHK
+$2.46M
5
DOW icon
Dow Inc
DOW
+$411K

Top Sells

1
+$9.78M
2
+$432K
3
+$366K
4
MSFT icon
Microsoft
MSFT
+$272K
5
LNC icon
Lincoln National
LNC
+$192K

Sector Composition

1 Materials 34.16%
2 Technology 1.45%
3 Healthcare 0.94%
4 Financials 0.93%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$298K 0.17%
1,815
+86
27
$297K 0.17%
11,923
+422
28
$288K 0.17%
4,499
+415
29
$267K 0.15%
16,432
-552
30
$262K 0.15%
1,686
-35
31
$260K 0.15%
3,368
32
$248K 0.14%
5,151
+553
33
$248K 0.14%
693
+275
34
$239K 0.14%
+4,018
35
$237K 0.14%
1,558
-615
36
$235K 0.14%
5,193
+30
37
$232K 0.13%
1,379
+326
38
$231K 0.13%
1,228
39
$218K 0.13%
+2,083
40
$218K 0.13%
4,163
-586
41
$217K 0.12%
1,400
-900
42
$214K 0.12%
+3,218
43
$207K 0.12%
+1,467
44
$202K 0.12%
+1,983
45
$191K 0.11%
7,860
46
$184K 0.11%
3,023
47
$181K 0.1%
45,379
48
$180K 0.1%
6,386
+524
49
$176K 0.1%
4,826
50
$161K 0.09%
1,383
+476
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