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
$170M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$308K
3
+$255K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$251K
5
CSCO icon
Cisco
CSCO
+$237K

Top Sells

1
+$2.06M
2
+$65.5K
3
+$58K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$42K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$36.9K

Sector Composition

1 Materials 30.38%
2 Technology 1.82%
3 Healthcare 1.61%
4 Financials 0.9%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$195K 0.11%
7,860
52
$183K 0.11%
4,826
53
$179K 0.11%
2,973
54
$176K 0.1%
1,383
55
$173K 0.1%
1,199
56
$158K 0.09%
2,133
-55
57
$156K 0.09%
829
58
$135K 0.08%
3,711
59
$122K 0.07%
2,125
60
$117K 0.07%
+1,141
61
$116K 0.07%
+1,563
62
$114K 0.07%
+2,606
63
$111K 0.07%
404
+170
64
$111K 0.07%
1,698
+988
65
$110K 0.06%
+2,085
66
$108K 0.06%
+591
67
$103K 0.06%
2,024
+46
68
$87K 0.05%
+922
69
$85K 0.05%
+1,273
70
$85K 0.05%
+784
71
$76K 0.04%
678
+10
72
$73K 0.04%
908
73
$70K 0.04%
521
+305
74
$69K 0.04%
706
75
$65K 0.04%
703
1 2
3
4 5