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SFC

SYM Financial Corp Portfolio holdings

AUM $1B
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$935M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.25M
3
+$2.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.01M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.74M

Top Sells

1
+$3.93M
2
+$1.92M
3
+$1.6M
4
AMZN icon
Amazon
AMZN
+$1.44M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.24M

Sector Composition

1 Technology 6.75%
2 Financials 2.75%
3 Healthcare 2.32%
4 Consumer Discretionary 1.83%
5 Materials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.11%
7,534
-259
52
$1.04M 0.11%
6,186
-30
53
$1.02M 0.11%
4,198
+326
54
$1.02M 0.11%
4,405
-3,345
55
$1.01M 0.11%
1,645
-24
56
$1M 0.11%
2,897
-418
57
$996K 0.11%
21,271
+3,119
58
$962K 0.1%
2,375
+215
59
$959K 0.1%
7,161
-1,942
60
$929K 0.1%
7,885
+39
61
$917K 0.1%
3,078
-435
62
$873K 0.09%
4,022
-34
63
$865K 0.09%
1,266
-515
64
$836K 0.09%
4,540
-2,210
65
$796K 0.09%
17,703
+7,150
66
$796K 0.09%
6,640
-150
67
$774K 0.08%
6,032
-3,114
68
$769K 0.08%
4,951
+860
69
$755K 0.08%
3,498
70
$750K 0.08%
3,324
+166
71
$749K 0.08%
8,919
+822
72
$748K 0.08%
5,222
-358
73
$738K 0.08%
2,617
-8
74
$737K 0.08%
9,143
+7
75
$737K 0.08%
6,509
-2,103
1 2
3
4 5