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
$233M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$792K
3
+$507K
4
GLOF icon
iShares Global Equity Factor ETF
GLOF
+$486K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$311K

Top Sells

1
+$13.3M
2
+$6.9M
3
+$407K
4
CSCO icon
Cisco
CSCO
+$276K
5
BLK icon
Blackrock
BLK
+$201K

Sector Composition

1 Materials 25.9%
2 Technology 1.42%
3 Healthcare 1.37%
4 Financials 0.64%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$56K 0.02%
134
+105
77
$52K 0.02%
481
-15
78
$50K 0.02%
+360
79
$47K 0.02%
228
80
$47K 0.02%
1,154
81
$46K 0.02%
993
+963
82
$44K 0.02%
710
83
$44K 0.02%
426
-280
84
$43K 0.02%
174
+1
85
$41K 0.02%
1,477
86
$38K 0.02%
305
-216
87
$38K 0.02%
984
-188
88
$35K 0.02%
138
89
$34K 0.01%
416
-98
90
$32K 0.01%
1,012
91
$32K 0.01%
182
+2
92
$32K 0.01%
134
+70
93
$25K 0.01%
153
94
$24K 0.01%
115
+49
95
$21K 0.01%
+107
96
$19K 0.01%
398
-269
97
$17K 0.01%
127
98
$17K 0.01%
115
+4
99
$12K 0.01%
+185
100
$10K ﹤0.01%
+41
1 2 3
4
5