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
$627M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.07M
3
+$2.76M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.31M
5
AAPL icon
Apple
AAPL
+$1.28M

Top Sells

1
+$7.18M
2
+$3.83M
3
+$1.92M
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$831K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$749K

Sector Composition

1 Materials 4.54%
2 Technology 2.93%
3 Healthcare 1.54%
4 Financials 1.39%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$378K 0.06%
+1,144
77
$368K 0.06%
+5,805
78
$368K 0.06%
3,979
+271
79
$367K 0.06%
1,251
-29
80
$367K 0.06%
766
-107
81
$364K 0.06%
12,574
-498
82
$362K 0.06%
+2,110
83
$362K 0.06%
2,194
+725
84
$343K 0.05%
13,056
+1
85
$343K 0.05%
+8,264
86
$343K 0.05%
+416
87
$340K 0.05%
2,013
88
$339K 0.05%
3,414
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89
$338K 0.05%
1,706
+41
90
$334K 0.05%
+1,301
91
$329K 0.05%
6,929
+2,075
92
$329K 0.05%
+1,222
93
$321K 0.05%
600
94
$316K 0.05%
7,960
+150
95
$300K 0.05%
+3,722
96
$298K 0.05%
+2,010
97
$296K 0.05%
10,066
98
$295K 0.05%
+940
99
$294K 0.05%
+1,701
100
$294K 0.05%
1,213
+18
2 3
4
5 6