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
$563M
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$15.5M
3
+$8.53M
4
DOW icon
Dow Inc
DOW
+$3.72M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.39M

Top Sells

1
+$7.9M
2
+$2.48M
3
+$756K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$477K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$468K

Sector Composition

1 Materials 5.67%
2 Technology 1.51%
3 Healthcare 0.83%
4 Financials 0.58%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$405K 0.07%
1,248
+248
52
$400K 0.07%
5,365
-33,241
53
$387K 0.07%
3,293
+350
54
$384K 0.07%
17,979
-938
55
$381K 0.07%
+3,000
56
$379K 0.07%
1,059
+359
57
$378K 0.07%
2,229
+386
58
$377K 0.07%
2,199
+690
59
$360K 0.06%
4,818
-2,895
60
$356K 0.06%
9,213
-12,347
61
$354K 0.06%
3,968
62
$351K 0.06%
+6,276
63
$350K 0.06%
+6,530
64
$338K 0.06%
9,849
-11,254
65
$316K 0.06%
+625
66
$316K 0.06%
+12,074
67
$305K 0.05%
+872
68
$292K 0.05%
+6,265
69
$289K 0.05%
+3,562
70
$285K 0.05%
84,537
71
$285K 0.05%
20,300
+4,000
72
$284K 0.05%
4,147
-66
73
$277K 0.05%
13,380
+13,344
74
$274K 0.05%
+600
75
$271K 0.05%
+992
1 2
3
4 5