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
$158M
AUM Growth
-$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$245K
2
+$224K
3
+$171K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$98K
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$64.2K

Top Sells

1
+$97.8M
2
+$3.23M
3
+$2.47M
4
JPEU
JPMorgan Diversified Return Europe Equity ETF
JPEU
+$2.04M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.61M

Sector Composition

1 Materials 45.52%
2 Healthcare 1.16%
3 Technology 0.97%
4 Energy 0.44%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$83K 0.05%
907
-8
52
$64K 0.04%
1,476
53
$57K 0.04%
373
54
$49K 0.03%
1,888
+10
55
$45K 0.03%
1,012
56
$45K 0.03%
668
57
$44K 0.03%
514
58
$42K 0.03%
1,154
59
$40K 0.03%
460
60
$39K 0.02%
315
61
$35K 0.02%
234
62
$32K 0.02%
165
-28
63
$31K 0.02%
401
64
$30K 0.02%
330
65
$21K 0.01%
279
+2
66
$10K 0.01%
205
-5,500
67
– –
-13,688
68
– –
-1,674
69
– –
-119
70
– –
-1,746
71
– –
-350
72
– –
-202
73
– –
-324
74
– –
-100
75
– –
-2,407
1 2
3
4