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
$168M
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$388K
2
+$249K
3
+$140K
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$126K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$115K

Top Sells

1
+$419K
2
+$347K
3
+$265K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$249K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$249K

Sector Composition

1 Materials 52.81%
2 Technology 0.85%
3 Healthcare 0.83%
4 Financials 0.56%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$42K 0.03%
668
52
$41K 0.02%
460
53
$41K 0.02%
1,079
54
$40K 0.02%
+367
55
$34K 0.02%
234
56
$34K 0.02%
165
57
$33K 0.02%
401
58
$25K 0.01%
+774
59
$20K 0.01%
274
+1
60
$20K 0.01%
6,000
61
$15K 0.01%
+116
62
$12K 0.01%
119
63
$10K 0.01%
212
-212
64
$7K ﹤0.01%
+140
65
$4K ﹤0.01%
27
66
$4K ﹤0.01%
36
67
– –
-489
68
– –
-21,900
69
– –
-5,185
70
– –
-2,469
71
– –
-4,460
1 2
3