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
$150M
AUM Growth
-$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$472K
2 +$470K
3 +$299K
4
INTC icon
Intel
INTC
+$225K
5
LMT icon
Lockheed Martin
LMT
+$224K

Top Sells

1 +$2.98M
2 +$475K
3 +$324K
4
MMM icon
3M
MMM
+$312K
5
SNDS
SUSTAINABLE NORTH AMERICAN OIL SANDS ETF
SNDS
+$289K

Sector Composition

1 Materials 44.46%
2 Technology 1.33%
3 Healthcare 0.74%
4 Financials 0.46%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-16,131