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
$627M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.07M
3
+$2.76M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.31M
5
AAPL icon
Apple
AAPL
+$1.28M

Top Sells

1
+$7.18M
2
+$3.83M
3
+$1.92M
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$831K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$749K

Sector Composition

1 Materials 4.54%
2 Technology 2.93%
3 Healthcare 1.54%
4 Financials 1.39%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$546K 0.09%
+13,729
52
$535K 0.09%
1,212
+728
53
$520K 0.08%
2,042
-14
54
$519K 0.08%
2,199
+950
55
$516K 0.08%
3,128
+839
56
$498K 0.08%
3,524
+332
57
$472K 0.08%
2,193
+420
58
$456K 0.07%
2,672
+1,411
59
$448K 0.07%
2,866
+710
60
$447K 0.07%
+2,852
61
$436K 0.07%
+11,145
62
$430K 0.07%
6,753
-79
63
$427K 0.07%
3,928
+897
64
$420K 0.07%
+494
65
$413K 0.07%
4,690
66
$411K 0.07%
+7,703
67
$404K 0.06%
792
+291
68
$403K 0.06%
18,171
+19
69
$401K 0.06%
+21,006
70
$393K 0.06%
710
+87
71
$392K 0.06%
1,495
+280
72
$386K 0.06%
3,968
73
$385K 0.06%
+4,903
74
$385K 0.06%
11,927
75
$383K 0.06%
+8,406
1 2
3
4 5