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
$257M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$59.7M
2
+$15.6M
3
+$14.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.97M
5
BND icon
Vanguard Total Bond Market
BND
+$323K

Top Sells

1
+$9.66M
2
+$6.08M
3
+$325K
4
INTC icon
Intel
INTC
+$240K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$221K

Sector Composition

1 Materials 23.85%
2 Technology 1.37%
3 Healthcare 1.12%
4 Financials 0.67%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$409K 0.16%
1,028
27
$407K 0.16%
14,496
+1,148
28
$394K 0.15%
2,269
-598
29
$358K 0.14%
782
30
$352K 0.14%
6,351
+20
31
$336K 0.13%
16,432
32
$334K 0.13%
3,285
+162
33
$324K 0.13%
1,315
-10
34
$323K 0.13%
+3,812
35
$313K 0.12%
12,550
+129
36
$284K 0.11%
1,793
-70
37
$282K 0.11%
1,379
38
$280K 0.11%
+4,571
39
$279K 0.11%
4,735
-265
40
$276K 0.11%
4,360
41
$266K 0.1%
4,498
-1,931
42
$260K 0.1%
5,382
-39
43
$256K 0.1%
5,049
+422
44
$255K 0.1%
2,364
45
$247K 0.1%
1,480
46
$244K 0.09%
5,151
47
$233K 0.09%
4,063
48
$220K 0.09%
8,163
+303
49
$217K 0.08%
1,494
-409
50
$215K 0.08%
+1,833
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