SFC

SYM Financial Corp Portfolio holdings

AUM $893M
1-Year Est. Return 14%
This Quarter Est. Return
1 Year Est. Return
+14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$308K
3
+$255K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$251K
5
CSCO icon
Cisco
CSCO
+$237K

Top Sells

1
+$2.06M
2
+$65.5K
3
+$58K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$42K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$36.9K

Sector Composition

1 Materials 30.38%
2 Technology 1.82%
3 Healthcare 1.61%
4 Financials 0.9%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8K ﹤0.01%
+320
102
$8K ﹤0.01%
+291
103
$8K ﹤0.01%
+322
104
$8K ﹤0.01%
+314
105
$8K ﹤0.01%
+317
106
$7K ﹤0.01%
87
+57
107
$4K ﹤0.01%
+65
108
$4K ﹤0.01%
+75
109
$2K ﹤0.01%
+19
110
$2K ﹤0.01%
+35
111
$2K ﹤0.01%
+29
112
$2K ﹤0.01%
+18
113
$2K ﹤0.01%
30
-553
114
$1K ﹤0.01%
+9
115
– –
-754
116
– –
-8,335
117
$0 ﹤0.01%
1
118
– –
-8,170
1 2 3 4
5