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
$175M
AUM Growth
+$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$381K
2
+$305K
3
+$281K
4
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$243K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$233K

Top Sells

1
+$3.6M
2
+$1.49M
3
+$985K
4
DD icon
DuPont de Nemours
DD
+$523K
5
DOW icon
Dow Inc
DOW
+$429K

Sector Composition

1 Materials 32.98%
2 Technology 1.58%
3 Healthcare 1.47%
4 Financials 0.77%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32K 0.02%
583
+553
77
$31K 0.02%
+180
78
$29K 0.02%
+216
79
$21K 0.01%
127
80
$16K 0.01%
+111
81
$15K 0.01%
+66
82
$15K 0.01%
+64
83
$11K 0.01%
29
+28
84
$2K ﹤0.01%
20
85
$2K ﹤0.01%
30
86
$1K ﹤0.01%
+8,170
87
– –
-7,572
88
– –
-2,083
89
$0 ﹤0.01%
1
-2
90
– –
-3,368
91
– –
-8,897
1 2 3
4