SFC

SYM Financial Corp Portfolio holdings

AUM $812M
This Quarter Return
+1.38%
1 Year Return
+3.7%
3 Year Return
+10.5%
5 Year Return
+103.76%
10 Year Return
–
AUM
$812M
AUM Growth
+$38.1M
Cap. Flow
+$31.6M
Cap. Flow %
3.89%
Top 10 Hldgs %
74.44%
Holding
394
New
61
Increased
141
Reduced
103
Closed
42

Top Buys

1
$4.91M
2
$4.79M
3
$4.18M
4
$1.76M
5
$1.22M

Top Sells

1
$979K
2
$695K
3
$439K
4
$389K
5
$387K

Sector Composition

1Technology6.06%
2Healthcare2.75%
3Materials2.66%
4Financials2.46%
5Consumer Discretionary1.95%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$542K0.07% 3,240
+396
+14%
+$66.2K
$525K0.06% 1,370
+623
+83%
+$239K
$521K0.06% 921
+425
+86%
+$240K
$514K0.06% 1,641
+181
+12%
+$56.7K
$503K0.06%
+7,665
 New
+$503K
$497K0.06% 1,725
-422
-20%
-$122K
$492K0.06% 1,612
+300
+23%
+$91.6K
$491K0.06% 5,467
+2,601
+91%
+$233K
$488K0.06% 21,756
-179
-0.8%
-$4.01K
$482K0.06% 1,705
+103
+6%
+$29.1K
$480K0.06% 1,202
+8
+0.7%
+$3.19K
$478K0.06% 14,487
+2,214
+18%
+$73K
$477K0.06% 1,877
+234
+14%
+$59.4K
$475K0.06% 3,975
+541
+16%
+$64.6K
$464K0.06%
+798
 New
+$464K
$461K0.06% 7,911
+2,725
+53%
+$159K
$461K0.06% 5,950
+3,023
+103%
+$234K
$458K0.06% 16,599
+15,765
+1,890%
+$435K
$457K0.06% 2,672
-25
-0.9%
-$4.27K
$446K0.06%
+1,324
 New
+$446K
$442K0.05% 943
-477
-34%
-$224K
$440K0.05% 648
+117
+22%
+$79.5K
$438K0.05% 1,404
-991
-41%
-$309K
$433K0.05% 4,690––
$424K0.05% 4,874
+1,926
+65%
+$167K
1 3456716