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
$493M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.5M
3
+$5.66M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.4M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.82M

Top Sells

1
+$5.84M
2
+$3.84M
3
+$524K
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$407K
5
AAPL icon
Apple
AAPL
+$360K

Sector Composition

1 Materials 7.94%
2 Healthcare 0.58%
3 Technology 0.52%
4 Energy 0.18%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$65.2K 0.01%
675
+1
77
$60.5K 0.01%
2,492
+2
78
$60.1K 0.01%
1,247
79
$59.1K 0.01%
908
80
$57.1K 0.01%
703
81
$56.6K 0.01%
139
-155
82
$53K 0.01%
+2,778
83
$52.3K 0.01%
279
+51
84
$45.7K 0.01%
426
85
$43.1K 0.01%
177
+1
86
$39.9K 0.01%
1,183
87
$33.9K 0.01%
140
+1
88
$30.8K 0.01%
894
89
$30.6K 0.01%
+585
90
$28.4K 0.01%
+1,626
91
$27.9K 0.01%
371
92
$21.2K ﹤0.01%
+48
93
$20.8K ﹤0.01%
107
-107
94
$20.2K ﹤0.01%
616
95
$16.5K ﹤0.01%
398
96
$16.1K ﹤0.01%
127
97
$15.4K ﹤0.01%
70
98
$13.9K ﹤0.01%
254
99
$12.7K ﹤0.01%
52
100
$10.6K ﹤0.01%
106
+78
2 3
4
5 6