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SFC

SYM Financial Corp Portfolio holdings

AUM $1B
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$935M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.25M
3
+$2.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.01M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.74M

Top Sells

1
+$3.93M
2
+$1.92M
3
+$1.6M
4
AMZN icon
Amazon
AMZN
+$1.44M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.24M

Sector Composition

1 Technology 6.75%
2 Financials 2.75%
3 Healthcare 2.32%
4 Consumer Discretionary 1.83%
5 Materials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.96M 0.32%
69,153
+12,351
27
$2.74M 0.29%
27,315
+3,372
28
$2.63M 0.28%
25,534
-579
29
$2.33M 0.25%
4,097
-574
30
$2.15M 0.23%
3,221
-6
31
$2.12M 0.23%
14,593
+1,808
32
$2.05M 0.22%
41,870
+3,948
33
$1.96M 0.21%
6,512
-572
34
$1.94M 0.21%
6,912
+338
35
$1.82M 0.19%
4,092
-12
36
$1.79M 0.19%
12,962
-590
37
$1.65M 0.18%
8,918
+306
38
$1.62M 0.17%
16,065
+3,738
39
$1.5M 0.16%
2,977
+157
40
$1.38M 0.15%
4,584
+9
41
$1.36M 0.15%
14,528
-1,080
42
$1.29M 0.14%
3,625
+2,000
43
$1.27M 0.14%
19,814
+18
44
$1.25M 0.13%
45,873
-1,395
45
$1.24M 0.13%
1,336
-615
46
$1.18M 0.13%
3,467
+301
47
$1.18M 0.13%
10,433
+478
48
$1.15M 0.12%
9,266
+82
49
$1.07M 0.11%
4,950
-25
50
$1.06M 0.11%
7,581
-69
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