SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.18M
3
+$1.37M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Top Sells

1
+$10.7M
2
+$1.86M
3
+$1.21M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$605K
5
PANW icon
Palo Alto Networks
PANW
+$518K

Sector Composition

1 Technology 7.39%
2 Financials 2.73%
3 Healthcare 2.56%
4 Consumer Discretionary 2.16%
5 Materials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.13%
199
+13
52
$1.12M 0.13%
3,166
+638
53
$1.08M 0.12%
6,216
-54
54
$1.08M 0.12%
9,146
+4,143
55
$1.07M 0.12%
9,955
-473
56
$1.07M 0.12%
7,879
+354
57
$1.05M 0.12%
18,780
-1,997
58
$1.03M 0.12%
3,315
+157
59
$1.01M 0.11%
3,513
+517
60
$1.01M 0.11%
7,650
+3,762
61
$989K 0.11%
1,844
-36
62
$979K 0.11%
3,591
-1,058
63
$909K 0.1%
6,790
+140
64
$909K 0.1%
6,766
+800
65
$907K 0.1%
9,184
+1,519
66
$898K 0.1%
9,622
-751
67
$886K 0.1%
9,103
-2,563
68
$885K 0.1%
4,056
-9
69
$883K 0.1%
1,669
+57
70
$862K 0.1%
7,846
+11
71
$827K 0.09%
9,180
-1,170
72
$820K 0.09%
7,793
-118
73
$795K 0.09%
12,699
+6,015
74
$792K 0.09%
2,160
+168
75
$776K 0.09%
+18,152
1 2
3
4 5