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
$164M
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$377K
2
+$272K
3
+$120K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$48K
5
IYE icon
iShares US Energy ETF
IYE
+$43K

Top Sells

1
+$25.5M
2
+$9.57M
3
+$1.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$820K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$676K

Sector Composition

1 Materials 52.38%
2 Technology 0.96%
3 Healthcare 0.82%
4 Financials 0.78%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20K 0.01%
+273
52
$19K 0.01%
424
53
$18K 0.01%
6,000
54
$16K 0.01%
565
+2
55
$12K 0.01%
119
-1
56
$4K ﹤0.01%
36
+27
57
$3K ﹤0.01%
+27
58
– –
-238,819
59
– –
-1,884
60
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-3,411
61
– –
-12,138
62
– –
-19,000
63
– –
-594
64
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-600
65
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-4,381
66
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-2,666
67
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-143
68
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-20
69
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-18
70
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71
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72
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-3,191
73
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74
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-5,022
75
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3
4