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
$453M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.53M
3
+$3.14M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.16M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$2.02M

Top Sells

1
+$6.9M
2
+$2.76M
3
+$1.01M
4
MSFT icon
Microsoft
MSFT
+$526K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$505K

Sector Composition

1 Materials 8.79%
2 Financials 1.41%
3 Healthcare 0.55%
4 Technology 0.49%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$236K 0.05%
1,241
52
$236K 0.05%
1,809
-441
53
$229K 0.05%
2,152
54
$226K 0.05%
4,410
+46
55
$226K 0.05%
4,593
-39
56
$225K 0.05%
7,253
-1,934
57
$220K 0.05%
+83
58
$215K 0.05%
+7,750
59
$215K 0.05%
+1,901
60
$212K 0.05%
1,639
61
$210K 0.05%
+656
62
$175K 0.04%
3,460
-4,600
63
$170K 0.04%
4,826
64
$150K 0.03%
2,875
+89
65
$133K 0.03%
5,439
+18
66
$127K 0.03%
7,772
-536
67
$111K 0.02%
294
-618
68
$97.8K 0.02%
1,080
69
$83.7K 0.02%
1,260
+6
70
$77K 0.02%
725
71
$72.4K 0.02%
297
+1
72
$68.4K 0.02%
11,922
+896
73
$61.4K 0.01%
674
+1
74
$59.9K 0.01%
2,490
75
$55.4K 0.01%
1,247
1 2
3
4 5