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
$747M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$3.8M
3
+$3.79M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.78M

Top Sells

1
+$667K
2
+$457K
3
+$398K
4
NXPI icon
NXP Semiconductors
NXPI
+$329K
5
LRCX icon
Lam Research
LRCX
+$278K

Sector Composition

1 Materials 3.95%
2 Technology 2.81%
3 Financials 1.49%
4 Healthcare 1.47%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$455K 0.06%
2,303
+193
77
$451K 0.06%
2,605
+411
78
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4,690
79
$446K 0.06%
2,624
-504
80
$446K 0.06%
1,287
+143
81
$435K 0.06%
1,256
+5
82
$431K 0.06%
18,799
+628
83
$429K 0.06%
2,125
-74
84
$428K 0.06%
8,040
+1,111
85
$427K 0.06%
3,968
86
$411K 0.05%
3,426
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87
$402K 0.05%
2,729
-137
88
$401K 0.05%
7,742
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89
$399K 0.05%
1,803
+102
90
$397K 0.05%
11,569
-358
91
$395K 0.05%
1,558
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92
$387K 0.05%
12,574
93
$385K 0.05%
6,149
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94
$381K 0.05%
3,979
95
$380K 0.05%
779
+13
96
$378K 0.05%
12,547
+2,481
97
$371K 0.05%
13,188
+132
98
$366K 0.05%
2,013
99
$364K 0.05%
1,331
+30
100
$354K 0.05%
2,592
+210
2 3
4
5 6