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
$257M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$59.7M
2
+$15.6M
3
+$14.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.97M
5
BND icon
Vanguard Total Bond Market
BND
+$323K

Top Sells

1
+$9.66M
2
+$6.08M
3
+$325K
4
INTC icon
Intel
INTC
+$240K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$221K

Sector Composition

1 Materials 23.85%
2 Technology 1.37%
3 Healthcare 1.12%
4 Financials 0.67%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$215K 0.08%
52,649
52
$214K 0.08%
1,738
53
$201K 0.08%
+220
54
$195K 0.08%
1,383
55
$190K 0.07%
4,826
56
$178K 0.07%
2,133
57
$178K 0.07%
1,199
58
$176K 0.07%
2,973
59
$168K 0.07%
829
60
$150K 0.06%
1,405
-1,187
61
$149K 0.06%
2,953
+929
62
$135K 0.05%
3,711
63
$123K 0.05%
404
64
$121K 0.05%
2,125
65
$118K 0.05%
2,085
66
$117K 0.05%
1,563
67
$104K 0.04%
1,718
-2,601
68
$77K 0.03%
668
-10
69
$75K 0.03%
706
70
$72K 0.03%
+10,024
71
$71K 0.03%
908
72
$70K 0.03%
521
73
$68K 0.03%
703
74
$59K 0.02%
124
75
$57K 0.02%
496
-90
1 2
3
4 5