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
$493M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.5M
3
+$5.66M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.4M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.82M

Top Sells

1
+$5.84M
2
+$3.84M
3
+$524K
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$407K
5
AAPL icon
Apple
AAPL
+$360K

Sector Composition

1 Materials 7.94%
2 Healthcare 0.58%
3 Technology 0.52%
4 Energy 0.18%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$263K 0.05%
5,019
+426
52
$259K 0.05%
700
+44
53
$239K 0.05%
1,639
54
$236K 0.05%
4,410
55
$234K 0.05%
+894
56
$225K 0.05%
1,698
-455
57
$224K 0.05%
83
58
$224K 0.05%
7,253
59
$222K 0.04%
2,152
60
$213K 0.04%
1,035
-206
61
$207K 0.04%
1,901
62
$207K 0.04%
+16,300
63
$202K 0.04%
+676
64
$175K 0.04%
3,460
65
$170K 0.03%
+1,261
66
$149K 0.03%
2,875
67
$146K 0.03%
7,772
68
$141K 0.03%
3,958
-868
69
$131K 0.03%
5,421
-18
70
$126K 0.03%
1,284
+204
71
$110K 0.02%
552
+477
72
$84.5K 0.02%
1,266
+6
73
$79.6K 0.02%
725
74
$73.4K 0.01%
267
-30
75
$70.9K 0.01%
12,232
+310
1 2
3
4 5