SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.18M
3
+$1.37M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Top Sells

1
+$10.7M
2
+$1.86M
3
+$1.21M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$605K
5
PANW icon
Palo Alto Networks
PANW
+$518K

Sector Composition

1 Technology 7.39%
2 Financials 2.73%
3 Healthcare 2.56%
4 Consumer Discretionary 2.16%
5 Materials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 0.29%
26,113
+2,951
27
$2.38M 0.27%
23,943
-109,205
28
$2.3M 0.26%
+56,802
29
$1.99M 0.22%
3,227
+686
30
$1.93M 0.22%
1,951
+156
31
$1.84M 0.21%
37,922
+4,136
32
$1.82M 0.2%
7,084
+620
33
$1.82M 0.2%
10,302
+834
34
$1.74M 0.2%
13,552
-1,555
35
$1.73M 0.19%
12,785
36
$1.44M 0.16%
7,750
+1,479
37
$1.44M 0.16%
6,574
+2,690
38
$1.4M 0.16%
1,781
-22
39
$1.39M 0.16%
6,750
-795
40
$1.37M 0.15%
2,820
+206
41
$1.32M 0.15%
8,612
-947
42
$1.3M 0.15%
4,104
+1,213
43
$1.29M 0.14%
1,951
44
$1.25M 0.14%
47,268
45
$1.24M 0.14%
2,288
+27
46
$1.24M 0.14%
12,327
+2,943
47
$1.22M 0.14%
19,796
+148
48
$1.2M 0.13%
+12,343
49
$1.17M 0.13%
4,575
+500
50
$1.16M 0.13%
8,803
+7,140
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