SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.79M
3
+$4.18M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.22M

Top Sells

1
+$979K
2
+$695K
3
+$439K
4
TXN icon
Texas Instruments
TXN
+$389K
5
MSFT icon
Microsoft
MSFT
+$387K

Sector Composition

1 Technology 6.06%
2 Healthcare 2.75%
3 Materials 2.66%
4 Financials 2.46%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$654K 0.08%
15,006
-2,826
77
$654K 0.08%
2,465
+117
78
$653K 0.08%
9,228
+6
79
$652K 0.08%
+2,093
80
$631K 0.08%
4,833
-451
81
$620K 0.08%
2,495
+196
82
$620K 0.08%
6,650
+1,550
83
$607K 0.07%
5,779
+1,309
84
$605K 0.07%
+7,668
85
$605K 0.07%
8,448
-955
86
$592K 0.07%
5,966
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87
$585K 0.07%
5,003
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88
$585K 0.07%
8,241
+1,098
89
$583K 0.07%
3,888
+1,845
90
$574K 0.07%
8,158
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91
$565K 0.07%
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92
$565K 0.07%
22,556
93
$563K 0.07%
10,429
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94
$562K 0.07%
9,367
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95
$561K 0.07%
1,126
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96
$559K 0.07%
5,810
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97
$554K 0.07%
3,770
+199
98
$553K 0.07%
4,065
-18
99
$543K 0.07%
3,884
-89
100
$542K 0.07%
8,892
-198
2 3
4
5 6