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
$170M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$308K
3
+$255K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$251K
5
CSCO icon
Cisco
CSCO
+$237K

Top Sells

1
+$2.06M
2
+$65.5K
3
+$58K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$42K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$36.9K

Sector Composition

1 Materials 30.38%
2 Technology 1.82%
3 Healthcare 1.61%
4 Financials 0.9%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$363K 0.21%
7,037
27
$330K 0.19%
6,331
-1,256
28
$321K 0.19%
5,000
-25
29
$318K 0.19%
3,123
+705
30
$314K 0.18%
782
31
$312K 0.18%
12,421
32
$305K 0.18%
1,863
+305
33
$304K 0.18%
16,432
34
$276K 0.16%
6,429
+849
35
$265K 0.16%
1,325
+97
36
$262K 0.15%
4,319
+115
37
$255K 0.15%
+2,592
38
$252K 0.15%
5,421
+57
39
$251K 0.15%
+1,903
40
$249K 0.15%
5,151
41
$247K 0.14%
1,379
42
$247K 0.14%
1,738
+50
43
$243K 0.14%
1,480
-40
44
$240K 0.14%
4,499
45
$238K 0.14%
4,627
+1,735
46
$237K 0.14%
+4,360
47
$233K 0.14%
2,364
48
$221K 0.13%
3,218
49
$218K 0.13%
4,063
50
$209K 0.12%
52,649
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