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
$606M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$2.53M
3
+$1.36M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$696K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$685K

Top Sells

1
+$13.2M
2
+$10.8M
3
+$5.91M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Sector Composition

1 Materials 5.73%
2 Technology 1.57%
3 Healthcare 0.93%
4 Financials 0.78%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$293K 0.05%
1,665
-618
77
$290K 0.05%
+10,066
78
$284K 0.05%
10,463
79
$282K 0.05%
1,905
+4
80
$276K 0.05%
454
+22
81
$270K 0.04%
562
-1,391
82
$262K 0.04%
6,349
83
$258K 0.04%
1,249
+13
84
$254K 0.04%
1,379
85
$248K 0.04%
501
-78
86
$242K 0.04%
4,854
-2,000
87
$241K 0.04%
15,341
-5,000
88
$238K 0.04%
1,469
-134
89
$233K 0.04%
+484
90
$218K 0.04%
1,743
-151
91
$216K 0.04%
1,639
-11
92
$214K 0.04%
10,350
-3,000
93
$207K 0.03%
1,261
94
$204K 0.03%
1,383
95
$193K 0.03%
7,574
+1,705
96
$191K 0.03%
781
-48
97
$180K 0.03%
1,426
98
$171K 0.03%
4,301
99
$170K 0.03%
1,675
-275
100
$158K 0.03%
41,994
-6,068
2 3
4
5 6