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
$453M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.53M
3
+$3.14M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.16M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$2.02M

Top Sells

1
+$6.9M
2
+$2.76M
3
+$1.01M
4
MSFT icon
Microsoft
MSFT
+$526K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$505K

Sector Composition

1 Materials 8.79%
2 Financials 1.41%
3 Healthcare 0.55%
4 Technology 0.49%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$592K 0.13%
5,967
+253
27
$582K 0.13%
14,174
-24,498
28
$581K 0.13%
7,879
+640
29
$528K 0.12%
11,159
+2
30
$500K 0.11%
5,528
31
$491K 0.11%
5,928
+17
32
$459K 0.1%
1,191
33
$423K 0.09%
19,192
+1,741
34
$419K 0.09%
8,580
-898
35
$413K 0.09%
2,679
-788
36
$407K 0.09%
4,291
-1,380
37
$398K 0.09%
3,631
+312
38
$391K 0.09%
2,396
+7
39
$386K 0.09%
1,338
-1,824
40
$371K 0.08%
3,968
-608
41
$317K 0.07%
2,895
-3,894
42
$315K 0.07%
1,000
43
$305K 0.07%
1,674
+40
44
$303K 0.07%
4,736
-862
45
$279K 0.06%
2,153
+140
46
$276K 0.06%
1,849
47
$276K 0.06%
1,509
48
$271K 0.06%
1,748
-870
49
$265K 0.06%
84,537
50
$246K 0.05%
3,220
-903
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