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
$774M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.13M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.93M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$5.51M

Top Sells

1
+$4.07M
2
+$3.92M
3
+$3.8M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$3.79M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M

Sector Composition

1 Technology 6.75%
2 Materials 3.04%
3 Financials 2.44%
4 Consumer Discretionary 2.19%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 0.25%
21,516
+3,498
27
$1.88M 0.24%
3,202
+744
28
$1.86M 0.24%
27,027
-295
29
$1.73M 0.22%
14,736
-290
30
$1.65M 0.21%
12,819
+3,014
31
$1.63M 0.21%
4,881
+3,550
32
$1.59M 0.21%
33,572
-350
33
$1.53M 0.2%
8,085
+1,168
34
$1.45M 0.19%
6,054
-1,358
35
$1.44M 0.19%
2,849
+1,892
36
$1.4M 0.18%
1,529
+835
37
$1.38M 0.18%
1,304
+1,004
38
$1.25M 0.16%
45,675
-5,802
39
$1.23M 0.16%
3,052
+958
40
$1.21M 0.16%
1,951
+71
41
$1.17M 0.15%
+19,397
42
$1.16M 0.15%
8,050
+1,113
43
$1.11M 0.14%
6,231
+27
44
$1.08M 0.14%
+1,717
45
$1.06M 0.14%
9,873
-4,347
46
$998K 0.13%
+17,391
47
$980K 0.13%
5,873
-394
48
$965K 0.12%
7,839
49
$957K 0.12%
2,111
+100
50
$949K 0.12%
+10,238
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