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
$151M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$351K
3
+$305K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$303K
5
YYY icon
Amplify CEF High Income ETF
YYY
+$297K

Top Sells

1
+$7.14M
2
+$384K
3
+$375K
4
AAPL icon
Apple
AAPL
+$288K
5
DD icon
DuPont de Nemours
DD
+$234K

Sector Composition

1 Materials 44.02%
2 Technology 1.47%
3 Healthcare 0.78%
4 Financials 0.53%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$138K 0.09%
2,410
52
$137K 0.09%
1,094
+41
53
$132K 0.09%
5,840
-4,780
54
$128K 0.08%
829
55
$123K 0.08%
2,211
-500
56
$122K 0.08%
2,878
+10
57
$108K 0.07%
606
58
$106K 0.07%
+1,524
59
$104K 0.07%
1,017
+110
60
$99K 0.07%
1,985
+1,780
61
$62K 0.04%
+1,500
62
$62K 0.04%
373
63
$59K 0.04%
+982
64
$59K 0.04%
1,917
+10
65
$54K 0.04%
1,108
66
$51K 0.03%
668
67
$45K 0.03%
514
68
$44K 0.03%
1,012
69
$44K 0.03%
460
70
$41K 0.03%
234
71
$40K 0.03%
+345
72
$37K 0.02%
1,154
73
$35K 0.02%
165
74
$33K 0.02%
+410
75
$31K 0.02%
+593
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3
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