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
$563M
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$15.5M
3
+$8.53M
4
DOW icon
Dow Inc
DOW
+$3.72M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.39M

Top Sells

1
+$7.9M
2
+$2.48M
3
+$756K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$477K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$468K

Sector Composition

1 Materials 5.67%
2 Technology 1.51%
3 Healthcare 0.83%
4 Financials 0.58%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$262K 0.05%
+3,150
77
$260K 0.05%
1,614
78
$260K 0.05%
1,247
+1,177
79
$257K 0.05%
599
+551
80
$256K 0.05%
83
81
$250K 0.04%
14,850
+13,224
82
$239K 0.04%
+1,638
83
$229K 0.04%
+1,534
84
$224K 0.04%
+445
85
$219K 0.04%
1,698
86
$212K 0.04%
+3,500
87
$207K 0.04%
+1,215
88
$204K 0.04%
1,903
+2
89
$202K 0.04%
1,035
90
$198K 0.04%
2,842
-10,833
91
$191K 0.03%
2,152
92
$181K 0.03%
+1,245
93
$171K 0.03%
1,295
+34
94
$167K 0.03%
3,322
-138
95
$155K 0.03%
+4,100
96
$152K 0.03%
+15,355
97
$151K 0.03%
+1,660
98
$145K 0.03%
1,426
+1,000
99
$140K 0.02%
4,156
+198
100
$138K 0.02%
+1,725
2 3
4
5 6