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
$563M
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$15.5M
3
+$8.53M
4
DOW icon
Dow Inc
DOW
+$3.72M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.39M

Top Sells

1
+$7.9M
2
+$2.48M
3
+$756K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$477K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$468K

Sector Composition

1 Materials 5.67%
2 Technology 1.51%
3 Healthcare 0.83%
4 Financials 0.58%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.27%
63,244
+30,218
27
$1.17M 0.21%
+51,765
28
$1.03M 0.18%
7,121
+5,206
29
$909K 0.16%
2,191
+1,000
30
$893K 0.16%
10,127
+6,956
31
$883K 0.16%
2,066
-19
32
$830K 0.15%
2,114
+1,975
33
$806K 0.14%
+5,176
34
$775K 0.14%
8,570
+2,627
35
$656K 0.12%
15,013
+1,775
36
$651K 0.12%
+7,348
37
$618K 0.11%
+2,060
38
$607K 0.11%
+4,776
39
$585K 0.1%
2,221
+1,545
40
$566K 0.1%
2,264
+1,370
41
$554K 0.1%
5,535
-437
42
$532K 0.09%
11,684
+362
43
$519K 0.09%
5,528
44
$514K 0.09%
+6,000
45
$512K 0.09%
3,294
+1,089
46
$466K 0.08%
10,710
-160
47
$455K 0.08%
+1,506
48
$444K 0.08%
2,631
+229
49
$429K 0.08%
8,043
+3,024
50
$421K 0.07%
8,837
+288
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