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
$774M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.13M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.93M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$5.51M

Top Sells

1
+$4.07M
2
+$3.92M
3
+$3.8M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$3.79M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M

Sector Composition

1 Technology 6.75%
2 Materials 3.04%
3 Financials 2.44%
4 Consumer Discretionary 2.19%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$625K 0.08%
+1,493
77
$623K 0.08%
9,222
+642
78
$588K 0.08%
4,083
+657
79
$585K 0.08%
9,403
+1,545
80
$579K 0.07%
25,426
+2,415
81
$570K 0.07%
21,483
+14,531
82
$566K 0.07%
+3,964
83
$561K 0.07%
10,736
+307
84
$557K 0.07%
+10,601
85
$553K 0.07%
+1,337
86
$545K 0.07%
2,348
+754
87
$541K 0.07%
9,140
+1,100
88
$520K 0.07%
2,147
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89
$514K 0.07%
9,090
+1,348
90
$509K 0.07%
13,569
+1,292
91
$509K 0.07%
+1,460
92
$505K 0.07%
2,299
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93
$504K 0.07%
7,717
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94
$503K 0.07%
7,143
+994
95
$502K 0.06%
9,597
-385
96
$499K 0.06%
5,283
+1,069
97
$486K 0.06%
21,935
+3,136
98
$480K 0.06%
2,697
+25
99
$476K 0.06%
5,059
-32
100
$474K 0.06%
+8,892
2 3
4
5 6