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
$175M
AUM Growth
+$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$381K
2
+$305K
3
+$281K
4
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$243K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$233K

Top Sells

1
+$3.6M
2
+$1.49M
3
+$985K
4
DD icon
DuPont de Nemours
DD
+$523K
5
DOW icon
Dow Inc
DOW
+$429K

Sector Composition

1 Materials 32.98%
2 Technology 1.58%
3 Healthcare 1.47%
4 Financials 0.77%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$337K 0.19%
5,025
+437
27
$314K 0.18%
12,421
+498
28
$312K 0.18%
782
+89
29
$300K 0.17%
16,432
30
$264K 0.15%
1,688
+2
31
$262K 0.15%
4,204
+186
32
$261K 0.15%
1,520
+120
33
$253K 0.14%
4,499
34
$252K 0.14%
5,364
+171
35
$249K 0.14%
5,151
36
$247K 0.14%
2,418
+435
37
$246K 0.14%
1,379
38
$244K 0.14%
1,228
39
$242K 0.14%
1,558
40
$236K 0.13%
8,302
+1,916
41
$233K 0.13%
+2,364
42
$224K 0.13%
3,218
43
$223K 0.13%
4,063
-100
44
$218K 0.12%
+5,580
45
$213K 0.12%
52,649
+7,270
46
$198K 0.11%
7,860
47
$186K 0.11%
4,826
48
$186K 0.11%
2,973
-50
49
$174K 0.1%
1,383
50
$173K 0.1%
+1,199
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