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
$563M
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$15.5M
3
+$8.53M
4
DOW icon
Dow Inc
DOW
+$3.72M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.39M

Top Sells

1
+$7.9M
2
+$2.48M
3
+$756K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$477K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$468K

Sector Composition

1 Materials 5.67%
2 Technology 1.51%
3 Healthcare 0.83%
4 Financials 0.58%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$136K 0.02%
+1,741
102
$125K 0.02%
+845
103
$113K 0.02%
+2,650
104
$111K 0.02%
3,736
-3,517
105
$107K 0.02%
+4,507
106
$107K 0.02%
+550
107
$104K 0.02%
+2,350
108
$102K 0.02%
1,080
-204
109
$96.3K 0.02%
+2,000
110
$94.3K 0.02%
+1,000
111
$90.5K 0.02%
+1,983
112
$81K 0.01%
+508
113
$78.7K 0.01%
1,266
114
$77.5K 0.01%
+2,749
115
$76.9K 0.01%
+10,278
116
$75.6K 0.01%
725
117
$71K 0.01%
1,373
-3,037
118
$71K 0.01%
267
119
$68.5K 0.01%
+1,265
120
$66.9K 0.01%
+1,530
121
$64.5K 0.01%
12,575
+343
122
$61.6K 0.01%
675
123
$59.5K 0.01%
908
124
$58.2K 0.01%
2,494
+2
125
$58K 0.01%
1,247
3 4
5
6 7