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
$257M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$59.7M
2
+$15.6M
3
+$14.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.97M
5
BND icon
Vanguard Total Bond Market
BND
+$323K

Top Sells

1
+$9.66M
2
+$6.08M
3
+$325K
4
INTC icon
Intel
INTC
+$240K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$221K

Sector Composition

1 Materials 23.85%
2 Technology 1.37%
3 Healthcare 1.12%
4 Financials 0.67%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$56K 0.02%
460
-23
77
$51K 0.02%
228
78
$48K 0.02%
710
-988
79
$46K 0.02%
173
80
$46K 0.02%
1,172
+4
81
$45K 0.02%
514
82
$44K 0.02%
1,477
83
$41K 0.02%
457
84
$40K 0.02%
138
85
$38K 0.01%
453
+1
86
$37K 0.01%
1,012
87
$35K 0.01%
1,154
88
$34K 0.01%
667
-6,370
89
$32K 0.01%
180
90
$26K 0.01%
153
91
$21K 0.01%
+200
92
$21K 0.01%
+151
93
$19K 0.01%
127
94
$17K 0.01%
111
95
$16K 0.01%
64
-29
96
$15K 0.01%
66
-23
97
$13K 0.01%
29
-25
98
$9K ﹤0.01%
156
+2
99
$7K ﹤0.01%
88
+1
100
$7K ﹤0.01%
+303
2 3
4
5 6