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
$158M
AUM Growth
-$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$245K
2
+$224K
3
+$171K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$98K
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$64.2K

Top Sells

1
+$97.8M
2
+$3.23M
3
+$2.47M
4
JPEU
JPMorgan Diversified Return Europe Equity ETF
JPEU
+$2.04M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.61M

Sector Composition

1 Materials 45.52%
2 Healthcare 1.16%
3 Technology 0.97%
4 Energy 0.44%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-28
77
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78
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-8,376
79
– –
-36
80
– –
-4,706
81
– –
-79
82
– –
-119
83
– –
-774
1 2 3
4