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

Top Buys

1
+$24.7M
2
+$4.85M
3
+$2.48M
4
BHK icon
BlackRock Core Bond Trust
BHK
+$2.48M
5
DOW icon
Dow Inc
DOW
+$384K

Top Sells

1
+$9.67M
2
+$432K
3
+$366K
4
MSFT icon
Microsoft
MSFT
+$268K
5
LNC icon
Lincoln National
LNC
+$171K

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%
+20
77
$2K ﹤0.01%
30
-296
78
– –
-27
79
– –
-8
80
$0 ﹤0.01%
3
+2
81
– –
-9
82
– –
-232
83
– –
-2,134
84
– –
-166
85
– –
-14,258
86
– –
-1,146
87
– –
-45
88
– –
-53
89
$0 ﹤0.01%
+1
90
– –
-21
91
– –
-32
92
– –
-9,646
93
– –
-7
94
– –
-5
95
– –
-93
96
– –
-414
1 2 3
4