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
$233M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$792K
3
+$507K
4
GLOF icon
iShares Global Equity Factor ETF
GLOF
+$486K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$311K

Top Sells

1
+$13.3M
2
+$6.9M
3
+$407K
4
CSCO icon
Cisco
CSCO
+$276K
5
BLK icon
Blackrock
BLK
+$201K

Sector Composition

1 Materials 25.9%
2 Technology 1.42%
3 Healthcare 1.37%
4 Financials 0.64%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$425K 0.18%
1,021
+239
27
$417K 0.18%
4,159
+874
28
$403K 0.17%
6,170
29
$391K 0.17%
26,715
30
$388K 0.17%
2,319
+50
31
$378K 0.16%
5,178
32
$369K 0.16%
7,540
+2,491
33
$329K 0.14%
13,974
+1,424
34
$325K 0.14%
2,381
+588
35
$315K 0.14%
16,864
+432
36
$313K 0.13%
74,975
+22,326
37
$310K 0.13%
1,900
+420
38
$309K 0.13%
3,881
+69
39
$309K 0.13%
1,895
+62
40
$299K 0.13%
5,778
+1,280
41
$299K 0.13%
1,614
+235
42
$283K 0.12%
3,426
-1,145
43
$279K 0.12%
1,228
-87
44
$278K 0.12%
+1,539
45
$275K 0.12%
4,953
-239,786
46
$270K 0.12%
4,735
47
$266K 0.11%
+1,643
48
$259K 0.11%
5,211
-171
49
$258K 0.11%
5,769
+618
50
$254K 0.11%
1,923
+724
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2
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