SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.18M
3
+$1.37M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Top Sells

1
+$10.7M
2
+$1.86M
3
+$1.21M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$605K
5
PANW icon
Palo Alto Networks
PANW
+$518K

Sector Composition

1 Technology 7.39%
2 Financials 2.73%
3 Healthcare 2.56%
4 Consumer Discretionary 2.16%
5 Materials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$774K 0.09%
2,625
+130
77
$767K 0.09%
11,062
+268
78
$762K 0.09%
2,729
+636
79
$759K 0.08%
8,705
-2,367
80
$756K 0.08%
8,612
+454
81
$754K 0.08%
26,066
+926
82
$751K 0.08%
1,323
-467
83
$736K 0.08%
1,902
+532
84
$716K 0.08%
3,498
-60
85
$713K 0.08%
11,870
+1,441
86
$708K 0.08%
4,445
+2,116
87
$707K 0.08%
3,158
+365
88
$701K 0.08%
1,495
+70
89
$688K 0.08%
2,498
+33
90
$687K 0.08%
3,872
+1,847
91
$673K 0.08%
7,650
-1,001
92
$671K 0.08%
+1,080
93
$667K 0.07%
12,985
-2,021
94
$659K 0.07%
22,556
95
$656K 0.07%
15,480
+14
96
$656K 0.07%
7,710
-531
97
$649K 0.07%
11,068
+1,701
98
$641K 0.07%
8,097
+2,630
99
$635K 0.07%
6,003
+193
100
$629K 0.07%
2,177
+300
2 3
4
5 6