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
$207M
AUM Growth
-$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.52M
3
+$1.42M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.25M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.18M

Top Sells

1
+$881K
2
+$677K
3
+$427K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$280K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$213K

Sector Composition

1 Materials 20.78%
2 Healthcare 1.32%
3 Technology 1.28%
4 Financials 0.72%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$43K 0.02%
908
77
$42K 0.02%
481
-149
78
$38K 0.02%
228
-16
79
$37K 0.02%
214
80
$35K 0.02%
426
81
$34K 0.02%
174
82
$30K 0.01%
416
83
$29K 0.01%
138
84
$28K 0.01%
305
85
$21K 0.01%
153
-94
86
$15K 0.01%
398
87
$15K 0.01%
127
88
$13K 0.01%
75
89
$13K 0.01%
70
90
$11K 0.01%
51
91
$8K ﹤0.01%
111
92
$7K ﹤0.01%
+357
93
$6K ﹤0.01%
160
94
$6K ﹤0.01%
58
95
$5K ﹤0.01%
65
-65
96
$5K ﹤0.01%
32
-32
97
$4K ﹤0.01%
63
-32
98
$2K ﹤0.01%
+84
99
$1K ﹤0.01%
+76
100
$1K ﹤0.01%
+58
1 2 3
4
5