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
$233M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$792K
3
+$507K
4
GLOF icon
iShares Global Equity Factor ETF
GLOF
+$486K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$311K

Top Sells

1
+$13.3M
2
+$6.9M
3
+$407K
4
CSCO icon
Cisco
CSCO
+$276K
5
BLK icon
Blackrock
BLK
+$201K

Sector Composition

1 Materials 25.9%
2 Technology 1.42%
3 Healthcare 1.37%
4 Financials 0.64%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10K ﹤0.01%
111
-346
102
$8K ﹤0.01%
157
+1
103
$8K ﹤0.01%
318
+15
104
$7K ﹤0.01%
+65
105
$6K ﹤0.01%
+32
106
$5K ﹤0.01%
63
-25
107
$4K ﹤0.01%
+30
108
$3K ﹤0.01%
55
+54
109
$3K ﹤0.01%
105
110
$3K ﹤0.01%
+29
111
$1K ﹤0.01%
+5
112
$1K ﹤0.01%
+30
113
$1K ﹤0.01%
+6
114
– –
-220
115
– –
-4,360
116
$0 ﹤0.01%
+2
117
– –
-200
118
$0 ﹤0.01%
+2
119
– –
-453
120
– –
-151
1 2 3 4
5