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

Top Buys

1
+$242K
2
+$205K
3
+$175K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$96.4K
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$63K

Top Sells

1
+$95.3M
2
+$3.11M
3
+$2.43M
4
JPEU
JPMorgan Diversified Return Europe Equity ETF
JPEU
+$2M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.56M

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
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80
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81
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82
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83
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4