SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.53M
3
+$3.14M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.16M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$2.02M

Top Sells

1
+$6.9M
2
+$2.76M
3
+$1.01M
4
MSFT icon
Microsoft
MSFT
+$526K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$505K

Sector Composition

1 Materials 8.79%
2 Financials 1.41%
3 Healthcare 0.55%
4 Technology 0.49%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.99K ﹤0.01%
36
-486
102
$2.72K ﹤0.01%
28
-648
103
$1.53K ﹤0.01%
+88
104
$941 ﹤0.01%
8
105
$50 ﹤0.01%
1
106
– –
-1,572
107
– –
-1,109
108
– –
-475
109
– –
-50
110
– –
-335
111
– –
-234
112
– –
-400
113
– –
-180
114
– –
-6,088
115
– –
-26,715
116
– –
-9
117
– –
-452
118
– –
-5
119
– –
-78
120
– –
-100
121
– –
-65
122
– –
-4,364
123
– –
-1,494
124
– –
-1,022
125
– –
-52
2 3 4
5
6