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
$207M
AUM Growth
-$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.52M
3
+$1.42M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.25M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.18M

Top Sells

1
+$881K
2
+$677K
3
+$427K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$280K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$213K

Sector Composition

1 Materials 20.78%
2 Healthcare 1.32%
3 Technology 1.28%
4 Financials 0.72%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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$0 ﹤0.01%
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