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
$627M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.07M
3
+$2.76M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.31M
5
AAPL icon
Apple
AAPL
+$1.28M

Top Sells

1
+$7.18M
2
+$3.83M
3
+$1.92M
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$831K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$749K

Sector Composition

1 Materials 4.54%
2 Technology 2.93%
3 Healthcare 1.54%
4 Financials 1.39%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.25%
60,681
-74,145
27
$1.56M 0.25%
13,590
+10,073
28
$1.53M 0.24%
8,373
+4,477
29
$1.51M 0.24%
32,045
-1,036
30
$1.33M 0.21%
2,440
+264
31
$1.18M 0.19%
17,404
+2,456
32
$1.14M 0.18%
2,251
+771
33
$1.12M 0.18%
7,000
+3,100
34
$1.08M 0.17%
1,880
-311
35
$1.04M 0.17%
8,693
+711
36
$1.02M 0.16%
6,400
+555
37
$996K 0.16%
6,815
+2,126
38
$981K 0.16%
4,848
+59
39
$859K 0.14%
8,533
+181
40
$839K 0.13%
+3,907
41
$779K 0.12%
6,048
+43
42
$723K 0.12%
1,778
+569
43
$701K 0.11%
177
+83
44
$699K 0.11%
7,670
+316
45
$673K 0.11%
3,688
+836
46
$658K 0.1%
26,092
-14,032
47
$622K 0.1%
12,594
+87
48
$620K 0.1%
12,294
-14,842
49
$561K 0.09%
1,628
+802
50
$558K 0.09%
10,429
-839
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