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
$151M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$351K
3
+$305K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$303K
5
YYY icon
Amplify CEF High Income ETF
YYY
+$297K

Top Sells

1
+$7.14M
2
+$384K
3
+$375K
4
AAPL icon
Apple
AAPL
+$288K
5
DD icon
DuPont de Nemours
DD
+$234K

Sector Composition

1 Materials 44.02%
2 Technology 1.47%
3 Healthcare 0.78%
4 Financials 0.53%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$26K 0.02%
+501
77
$23K 0.02%
+475
78
$23K 0.02%
283
+2
79
$21K 0.01%
+232
80
$18K 0.01%
+331
81
$17K 0.01%
+156
82
$13K 0.01%
+98
83
$11K 0.01%
+167
84
$10K 0.01%
+93
85
$9K 0.01%
+70
86
$8K 0.01%
+150
87
$8K 0.01%
+149
88
$5K ﹤0.01%
+74
89
$5K ﹤0.01%
+83
90
$5K ﹤0.01%
+76
91
$5K ﹤0.01%
+63
92
$5K ﹤0.01%
+95
93
$4K ﹤0.01%
+80
94
$4K ﹤0.01%
+55
95
$3K ﹤0.01%
+40
96
– –
-4,980
97
– –
-330
98
– –
-316
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4