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SFC

SYM Financial Corp Portfolio holdings

AUM $1B
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$935M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.25M
3
+$2.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.01M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.74M

Top Sells

1
+$3.93M
2
+$1.92M
3
+$1.6M
4
AMZN icon
Amazon
AMZN
+$1.44M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.24M

Sector Composition

1 Technology 6.75%
2 Financials 2.75%
3 Healthcare 2.32%
4 Consumer Discretionary 1.83%
5 Materials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$723K 0.08%
1,080
77
$720K 0.08%
22,556
78
$717K 0.08%
10,484
-578
79
$715K 0.08%
866
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80
$703K 0.08%
4,578
+133
81
$687K 0.07%
20,488
-2,545
82
$685K 0.07%
4,700
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83
$683K 0.07%
3,401
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84
$667K 0.07%
1,579
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85
$653K 0.07%
1,850
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86
$649K 0.07%
602
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87
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3,551
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88
$642K 0.07%
10,524
-1,702
89
$637K 0.07%
6,506
-3,116
90
$621K 0.07%
13,906
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91
$620K 0.07%
2,196
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92
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5,381
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93
$609K 0.07%
2,003
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94
$596K 0.06%
15,459
-158
95
$595K 0.06%
21,065
-5,001
96
$586K 0.06%
3,502
+1,293
97
$583K 0.06%
5,743
-1,967
98
$581K 0.06%
968
+49
99
$578K 0.06%
17,631
100
$577K 0.06%
1,215
-280
2 3
4
5 6