SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.5M
AUM Growth
-$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.57M
3
+$1.11M
4
LNC icon
Lincoln National
LNC
+$256K
5
JPM icon
JPMorgan Chase
JPM
+$245K

Top Sells

1
+$4.71M
2
+$4.4M
3
+$351K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$305K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$303K

Sector Composition

1 Materials 37.24%
2 Technology 1.98%
3 Healthcare 1.08%
4 Financials 0.71%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-968
77
– –
-3,950
78
– –
-345
79
– –
-93
80
– –
-80
81
– –
-74
82
– –
-83
83
$0 ﹤0.01%
+10
84
– –
-573
85
– –
-8,832
86
– –
-1,459
87
– –
-2,415
88
– –
-76
89
– –
-63
90
– –
-156
91
– –
-70
92
– –
-5,358
93
– –
-2,981
94
– –
-410
95
– –
-95
96
– –
-982
97
– –
-55
98
– –
-6,054
99
– –
-149
100
– –
-1,917
1 2 3
4
5