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
$618M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$9.33M
3
+$2.05M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$859K
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$789K

Top Sells

1
+$11.7M
2
+$6.56M
3
+$5.98M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.53M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.2M

Sector Composition

1 Materials 5.38%
2 Technology 1.94%
3 Healthcare 0.98%
4 Financials 0.75%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$457K 0.07%
1,116
+57
52
$416K 0.07%
1,166
+294
53
$411K 0.07%
3,680
+530
54
$409K 0.07%
3,968
55
$406K 0.07%
4,818
56
$404K 0.07%
2,113
-86
57
$395K 0.06%
17,621
-358
58
$394K 0.06%
6,693
+417
59
$389K 0.06%
2,290
+61
60
$385K 0.06%
3,849
+556
61
$384K 0.06%
2,578
-53
62
$382K 0.06%
3,000
63
$363K 0.06%
1,248
64
$356K 0.06%
12,177
+103
65
$354K 0.06%
+13,072
66
$346K 0.06%
+6,854
67
$333K 0.05%
13,041
+10,547
68
$330K 0.05%
93
+10
69
$330K 0.05%
+3,128
70
$326K 0.05%
8,093
-1,120
71
$322K 0.05%
607
-18
72
$313K 0.05%
1,057
+65
73
$305K 0.05%
579
+134
74
$304K 0.05%
600
75
$294K 0.05%
+2,998
1 2
3
4 5