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
$99.5M
AUM Growth
-$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.89M
3
+$1.09M
4
LNC icon
Lincoln National
LNC
+$462K
5
JPM icon
JPMorgan Chase
JPM
+$331K

Top Sells

1
+$5.65M
2
+$5.15M
3
+$351K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$305K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$303K

Sector Composition

1 Materials 37.24%
2 Technology 1.98%
3 Healthcare 1.08%
4 Financials 0.71%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-283
102
– –
-464
103
– –
-167
104
– –
-80
105
– –
-3,500
106
– –
-1,670
1 2 3 4
5