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
$606M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$2.53M
3
+$1.36M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$696K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$685K

Top Sells

1
+$13.2M
2
+$10.8M
3
+$5.91M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Sector Composition

1 Materials 5.73%
2 Technology 1.57%
3 Healthcare 0.93%
4 Financials 0.78%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$409K 0.07%
3,517
-332
52
$408K 0.07%
3,968
53
$406K 0.07%
3,031
+31
54
$406K 0.07%
18,152
+531
55
$401K 0.07%
3,192
+64
56
$401K 0.07%
2,289
-1
57
$392K 0.06%
13,072
58
$388K 0.06%
873
-243
59
$387K 0.06%
14,259
-31,545
60
$381K 0.06%
11,927
-250
61
$365K 0.06%
1,773
-340
62
$362K 0.06%
623
+16
63
$353K 0.06%
+2,013
64
$349K 0.06%
13,055
+14
65
$341K 0.06%
94
+1
66
$340K 0.06%
2,156
-422
67
$339K 0.06%
1,215
+92
68
$334K 0.06%
600
69
$327K 0.05%
2,672
-102
70
$317K 0.05%
826
-800
71
$313K 0.05%
3,708
+493
72
$313K 0.05%
7,810
-283
73
$304K 0.05%
829
-228
74
$299K 0.05%
1,195
75
$298K 0.05%
358
+70
1 2
3
4 5