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
$747M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$3.8M
3
+$3.79M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.78M

Top Sells

1
+$667K
2
+$457K
3
+$398K
4
NXPI icon
NXP Semiconductors
NXPI
+$329K
5
LRCX icon
Lam Research
LRCX
+$278K

Sector Composition

1 Materials 3.95%
2 Technology 2.81%
3 Financials 1.49%
4 Healthcare 1.47%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$877K 0.12%
8,713
+180
52
$777K 0.1%
1,917
+289
53
$730K 0.1%
3,688
54
$688K 0.09%
1,393
+181
55
$674K 0.09%
7,676
+6
56
$673K 0.09%
2,768
+575
57
$653K 0.09%
155
-22
58
$637K 0.09%
1,030
+320
59
$630K 0.08%
2,070
+28
60
$615K 0.08%
694
+200
61
$608K 0.08%
3,570
+46
62
$603K 0.08%
23,156
-2,936
63
$599K 0.08%
10,429
64
$580K 0.08%
14,606
+877
65
$565K 0.08%
7,858
+1,105
66
$560K 0.08%
8,580
+877
67
$559K 0.07%
957
+165
68
$548K 0.07%
2,094
+388
69
$538K 0.07%
695
+279
70
$513K 0.07%
12,277
+1,132
71
$509K 0.07%
9,982
+1,576
72
$506K 0.07%
23,011
+2,005
73
$490K 0.07%
5,091
+188
74
$479K 0.06%
2,672
75
$465K 0.06%
1,691
+196
1 2
3
4 5