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
$233M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$792K
3
+$507K
4
GLOF icon
iShares Global Equity Factor ETF
GLOF
+$486K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$311K

Top Sells

1
+$13.3M
2
+$6.9M
3
+$407K
4
CSCO icon
Cisco
CSCO
+$276K
5
BLK icon
Blackrock
BLK
+$201K

Sector Composition

1 Materials 25.9%
2 Technology 1.42%
3 Healthcare 1.37%
4 Financials 0.64%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$240K 0.1%
2,364
52
$233K 0.1%
1,698
+315
53
$226K 0.1%
1,769
+31
54
$222K 0.1%
4,063
55
$215K 0.09%
8,163
56
$207K 0.09%
3,659
+686
57
$201K 0.09%
1,494
58
$201K 0.09%
1,035
+206
59
$178K 0.08%
4,826
60
$164K 0.07%
+1,180
61
$163K 0.07%
2,133
62
$155K 0.07%
1,540
+135
63
$140K 0.06%
505
+101
64
$137K 0.06%
3,984
+273
65
$123K 0.05%
1,764
+201
66
$123K 0.05%
2,215
+90
67
$112K 0.05%
2,085
68
$100K 0.04%
1,718
69
$99K 0.04%
1,978
-975
70
$71K 0.03%
10,236
+212
71
$67K 0.03%
669
+1
72
$66K 0.03%
703
73
$62K 0.03%
908
74
$56K 0.02%
124
75
$56K 0.02%
464
+4
1 2
3
4 5