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
$453M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.53M
3
+$3.14M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.16M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$2.02M

Top Sells

1
+$6.9M
2
+$2.76M
3
+$1.01M
4
MSFT icon
Microsoft
MSFT
+$526K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$505K

Sector Composition

1 Materials 8.79%
2 Financials 1.41%
3 Healthcare 0.55%
4 Technology 0.49%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$54.8K 0.01%
703
77
$52.6K 0.01%
908
78
$43.1K 0.01%
426
79
$41.4K 0.01%
214
80
$40.7K 0.01%
228
81
$39.7K 0.01%
176
82
$38K 0.01%
1,183
-519
83
$31.6K 0.01%
139
84
$29.9K 0.01%
894
85
$28K 0.01%
371
86
$19.9K ﹤0.01%
616
87
$16.5K ﹤0.01%
398
88
$16.4K ﹤0.01%
127
-110
89
$14.8K ﹤0.01%
70
-586
90
$14.2K ﹤0.01%
75
91
$13.4K ﹤0.01%
254
92
$12.4K ﹤0.01%
52
-35
93
$8.95K ﹤0.01%
111
94
$7.85K ﹤0.01%
161
95
$7.29K ﹤0.01%
208
-583
96
$6.63K ﹤0.01%
58
97
$4.45K ﹤0.01%
64
+1
98
$3.52K ﹤0.01%
87
-829
99
$3.28K ﹤0.01%
38
+11
100
$3.19K ﹤0.01%
+120
2 3
4
5 6