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
$774M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.13M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.93M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$5.51M

Top Sells

1
+$4.07M
2
+$3.92M
3
+$3.8M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$3.79M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M

Sector Composition

1 Technology 6.75%
2 Materials 3.04%
3 Financials 2.44%
4 Consumer Discretionary 2.19%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$920K 0.12%
3,918
-10
52
$909K 0.12%
183
+28
53
$900K 0.12%
+17,832
54
$895K 0.12%
8,916
+203
55
$873K 0.11%
+12,080
56
$843K 0.11%
2,395
+1,785
57
$778K 0.1%
1,999
+82
58
$768K 0.1%
+9,720
59
$734K 0.1%
+12,177
60
$729K 0.09%
+3,468
61
$726K 0.09%
+3,992
62
$726K 0.09%
1,420
+641
63
$704K 0.09%
3,594
-94
64
$703K 0.09%
15,985
+1,379
65
$695K 0.09%
+5,752
66
$694K 0.09%
+4,200
67
$693K 0.09%
2,194
+503
68
$688K 0.09%
+3,669
69
$687K 0.09%
+5,112
70
$684K 0.09%
+5,284
71
$667K 0.09%
+1,292
72
$665K 0.09%
7,766
+90
73
$662K 0.09%
3,973
+403
74
$633K 0.08%
2,183
+113
75
$629K 0.08%
22,556
-600
1 2
3
4 5