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
$170M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$308K
3
+$255K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$251K
5
CSCO icon
Cisco
CSCO
+$237K

Top Sells

1
+$2.06M
2
+$65.5K
3
+$58K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$42K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$36.9K

Sector Composition

1 Materials 30.38%
2 Technology 1.82%
3 Healthcare 1.61%
4 Financials 0.9%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$64K 0.04%
586
+566
77
$59K 0.03%
+959
78
$57K 0.03%
+425
79
$55K 0.03%
483
+23
80
$53K 0.03%
124
81
$50K 0.03%
228
+13
82
$45K 0.03%
514
83
$45K 0.03%
+1,477
84
$44K 0.03%
1,168
-219
85
$42K 0.02%
173
86
$41K 0.02%
138
87
$39K 0.02%
1,012
88
$36K 0.02%
457
89
$35K 0.02%
452
-195
90
$33K 0.02%
1,154
91
$30K 0.02%
180
92
$26K 0.02%
+228
93
$24K 0.01%
+153
94
$22K 0.01%
93
+29
95
$21K 0.01%
127
96
$21K 0.01%
54
+25
97
$19K 0.01%
89
+23
98
$15K 0.01%
111
99
$12K 0.01%
+238
100
$9K 0.01%
+154
1 2 3
4
5