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
$606M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$2.53M
3
+$1.36M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$696K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$685K

Top Sells

1
+$13.2M
2
+$10.8M
3
+$5.91M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Sector Composition

1 Materials 5.73%
2 Technology 1.57%
3 Healthcare 0.93%
4 Financials 0.78%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$155K 0.03%
690
-595
102
$154K 0.03%
2,878
-77
103
$141K 0.02%
+679
104
$141K 0.02%
1,991
-6
105
$125K 0.02%
1,080
106
$114K 0.02%
2,000
107
$111K 0.02%
+4,668
108
$101K 0.02%
526
+26
109
$91.1K 0.02%
3,700
-7,786
110
$87.5K 0.01%
1,294
+4
111
$87.3K 0.01%
1,373
112
$80K 0.01%
237
113
$78.5K 0.01%
1,356
-3,923
114
$77.2K 0.01%
676
115
$75K 0.01%
1,075
-1,850
116
$74.1K 0.01%
908
117
$73.7K 0.01%
13,356
+418
118
$72K 0.01%
703
119
$71.1K 0.01%
1,247
120
$67.2K 0.01%
464
-26
121
$65.3K 0.01%
1,100
-3,325
122
$63.6K 0.01%
1,928
123
$62.9K 0.01%
700
124
$61.1K 0.01%
+452
125
$58.8K 0.01%
280
+1
3 4
5
6 7