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
$747M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$3.8M
3
+$3.79M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.78M

Top Sells

1
+$667K
2
+$457K
3
+$398K
4
NXPI icon
NXP Semiconductors
NXPI
+$329K
5
LRCX icon
Lam Research
LRCX
+$278K

Sector Composition

1 Materials 3.95%
2 Technology 2.81%
3 Financials 1.49%
4 Healthcare 1.47%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.14M 0.42%
59,374
+46,780
27
$3.06M 0.41%
25,207
+2,698
28
$3.06M 0.41%
23,721
+1,184
29
$2.83M 0.38%
+35,000
30
$2.55M 0.34%
+26,200
31
$2.11M 0.28%
11,343
+120
32
$1.8M 0.24%
15,026
-145
33
$1.78M 0.24%
27,322
-1,822
34
$1.67M 0.22%
14,220
+630
35
$1.65M 0.22%
33,922
+1,877
36
$1.56M 0.21%
7,412
+2,564
37
$1.55M 0.21%
9,008
+2,008
38
$1.45M 0.19%
18,018
+614
39
$1.45M 0.19%
2,539
+288
40
$1.45M 0.19%
51,477
-9,204
41
$1.41M 0.19%
2,458
+18
42
$1.24M 0.17%
9,805
+1,112
43
$1.18M 0.16%
6,267
-133
44
$1.15M 0.15%
6,917
-1,456
45
$1.12M 0.15%
6,937
+122
46
$1.1M 0.15%
1,880
47
$976K 0.13%
3,928
+21
48
$949K 0.13%
+7,839
49
$926K 0.12%
2,011
+233
50
$918K 0.12%
6,204
+156
1
2
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