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
$493M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.5M
3
+$5.66M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.4M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.82M

Top Sells

1
+$5.84M
2
+$3.84M
3
+$524K
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$407K
5
AAPL icon
Apple
AAPL
+$360K

Sector Composition

1 Materials 7.94%
2 Healthcare 0.58%
3 Technology 0.52%
4 Energy 0.18%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.2K ﹤0.01%
111
102
$8.05K ﹤0.01%
163
+2
103
$7.71K ﹤0.01%
208
104
$7.22K ﹤0.01%
64
+6
105
$6.03K ﹤0.01%
148
+61
106
$5.66K ﹤0.01%
+20
107
$5.01K ﹤0.01%
60
+24
108
$4.66K ﹤0.01%
64
109
$3.64K ﹤0.01%
+20
110
$3.44K ﹤0.01%
120
111
$3.42K ﹤0.01%
+23
112
$3.41K ﹤0.01%
+24
113
$2.71K ﹤0.01%
+141
114
$1.72K ﹤0.01%
+68
115
$1.45K ﹤0.01%
+45
116
$1.05K ﹤0.01%
+40
117
$996 ﹤0.01%
8
118
$891 ﹤0.01%
50
-38
119
$857 ﹤0.01%
+32
120
$788 ﹤0.01%
+36
121
$597 ﹤0.01%
+18
122
$443 ﹤0.01%
+18
123
$439 ﹤0.01%
+13
124
$430 ﹤0.01%
+22
125
$251 ﹤0.01%
5
+4
2 3 4
5
6