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
$174M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$4.95M
3
+$2.53M
4
BHK icon
BlackRock Core Bond Trust
BHK
+$2.46M
5
DOW icon
Dow Inc
DOW
+$411K

Top Sells

1
+$9.78M
2
+$432K
3
+$366K
4
MSFT icon
Microsoft
MSFT
+$272K
5
LNC icon
Lincoln National
LNC
+$192K

Sector Composition

1 Materials 34.16%
2 Technology 1.45%
3 Healthcare 0.94%
4 Financials 0.93%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$157K 0.09%
829
52
$142K 0.08%
2,188
53
$139K 0.08%
3,961
-85
54
$129K 0.07%
2,539
-303
55
$126K 0.07%
2,225
-418
56
$112K 0.06%
2,186
+83
57
$68K 0.04%
668
58
$67K 0.04%
+908
59
$59K 0.03%
+703
60
$57K 0.03%
234
61
$50K 0.03%
460
-18
62
$48K 0.03%
215
63
$48K 0.03%
646
64
$47K 0.03%
1,012
65
$47K 0.03%
1,383
+918
66
$45K 0.03%
514
67
$45K 0.03%
710
68
$44K 0.03%
819
69
$42K 0.02%
138
70
$42K 0.02%
+426
71
$39K 0.02%
173
72
$30K 0.02%
1,154
73
$19K 0.01%
+127
74
$9K 0.01%
+111
75
$2K ﹤0.01%
+20
1 2
3
4