SFC
SYM Financial Corp Portfolio holdings
AUM
$893M
This Quarter Return
+5.56%
1 Year Return
+14%
3 Year Return
+41.34%
5 Year Return
+70.11%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+1.2%)
Cap. Flow
-$5.7M
Cap. Flow
% of AUM
-3.77%
Top 10 Holdings %
Top 10 Hldgs %
90.13%
Holding
98
New
33
Increased
20
Reduced
15
Closed
3
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$368K |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$351K |
| 3 |
iShares US Equity Factor ETF
LRGF
|
$305K |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$303K |
| 5 |
Amplify High Income ETF
YYY
|
$297K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$7.14M |
| 2 |
WisdomTree International Multifactor Fund
DWMF
|
$384K |
| 3 |
Vanguard Total World Stock ETF
VT
|
$375K |
| 4 |
Apple
AAPL
|
$288K |
| 5 |
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% |
