SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.79M
3
+$4.18M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.22M

Top Sells

1
+$979K
2
+$695K
3
+$439K
4
TXN icon
Texas Instruments
TXN
+$389K
5
MSFT icon
Microsoft
MSFT
+$387K

Sector Composition

1 Technology 6.06%
2 Healthcare 2.75%
3 Materials 2.66%
4 Financials 2.46%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 0.25%
23,162
+1,646
27
$1.76M 0.22%
15,107
+371
28
$1.7M 0.21%
1,795
+266
29
$1.65M 0.2%
3,158
+309
30
$1.62M 0.2%
33,786
+214
31
$1.59M 0.2%
9,559
+1,509
32
$1.56M 0.19%
12,785
-34
33
$1.53M 0.19%
6,224
+170
34
$1.46M 0.18%
9,468
+1,383
35
$1.42M 0.18%
2,541
-661
36
$1.39M 0.17%
2,614
+503
37
$1.32M 0.16%
47,268
+1,593
38
$1.31M 0.16%
6,271
+3,865
39
$1.29M 0.16%
6,464
+591
40
$1.26M 0.15%
6,270
+39
41
$1.25M 0.15%
4,649
-232
42
$1.24M 0.15%
10,428
+555
43
$1.23M 0.15%
11,336
+11,261
44
$1.2M 0.15%
1,509
+205
45
$1.17M 0.14%
19,648
-7,379
46
$1.12M 0.14%
+2,261
47
$1.11M 0.14%
1,803
+86
48
$1.06M 0.13%
1,951
49
$1.04M 0.13%
20,777
+1,380
50
$998K 0.12%
7,525
+3,930
1
2
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