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
$618M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$9.33M
3
+$2.05M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$859K
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$789K

Top Sells

1
+$11.7M
2
+$6.56M
3
+$5.98M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.53M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.2M

Sector Composition

1 Materials 5.38%
2 Technology 1.94%
3 Healthcare 0.98%
4 Financials 0.75%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$292K 0.05%
+1,123
77
$290K 0.05%
5,279
-1,251
78
$281K 0.05%
20,341
+41
79
$278K 0.05%
1,195
-52
80
$271K 0.04%
11,486
-1,894
81
$270K 0.04%
10,463
+5,956
82
$256K 0.04%
1,652
+118
83
$251K 0.04%
13,350
-1,500
84
$250K 0.04%
2,774
-788
85
$247K 0.04%
1,379
-235
86
$241K 0.04%
3,215
-932
87
$240K 0.04%
6,349
-3,500
88
$237K 0.04%
4,425
-1,840
89
$235K 0.04%
1,603
-35
90
$234K 0.04%
+288
91
$232K 0.04%
+1,626
92
$229K 0.04%
1,583
+368
93
$225K 0.04%
1,285
+40
94
$224K 0.04%
1,901
-2
95
$222K 0.04%
+2,015
96
$220K 0.04%
1,894
+1,169
97
$218K 0.04%
+1,107
98
$210K 0.03%
+432
99
$208K 0.03%
5,100
+1,000
100
$202K 0.03%
+306
2 3
4
5 6