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

Top Buys

1
+$385K
2
+$266K
3
+$121K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$49.7K
5
IYE icon
iShares US Energy ETF
IYE
+$44.7K

Top Sells

1
+$28.6M
2
+$9.57M
3
+$1.13M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$849K
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
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60
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61
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62
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63
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64
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65
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66
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67
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68
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69
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71
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72
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