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
$174M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$4.95M
3
+$2.53M
4
BHK icon
BlackRock Core Bond Trust
BHK
+$2.46M
5
DOW icon
Dow Inc
DOW
+$411K

Top Sells

1
+$9.78M
2
+$432K
3
+$366K
4
MSFT icon
Microsoft
MSFT
+$272K
5
LNC icon
Lincoln National
LNC
+$192K

Sector Composition

1 Materials 34.16%
2 Technology 1.45%
3 Healthcare 0.94%
4 Financials 0.93%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2K ﹤0.01%
+30
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$2K ﹤0.01%
30
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$0 ﹤0.01%
3
+2
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$0 ﹤0.01%
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4