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
$627M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.07M
3
+$2.76M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.31M
5
AAPL icon
Apple
AAPL
+$1.28M

Top Sells

1
+$7.18M
2
+$3.83M
3
+$1.92M
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$831K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$749K

Sector Composition

1 Materials 4.54%
2 Technology 2.93%
3 Healthcare 1.54%
4 Financials 1.39%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$285K 0.05%
+2,742
102
$278K 0.04%
+2,610
103
$274K 0.04%
+2,319
104
$274K 0.04%
1,491
+1,446
105
$272K 0.04%
818
-11
106
$271K 0.04%
+265
107
$266K 0.04%
9,903
-560
108
$265K 0.04%
2,441
+802
109
$264K 0.04%
+21,008
110
$263K 0.04%
+2,121
111
$256K 0.04%
6,046
-303
112
$255K 0.04%
1,971
+66
113
$255K 0.04%
3,034
+2,888
114
$254K 0.04%
+1,395
115
$252K 0.04%
+7,817
116
$252K 0.04%
1,379
117
$251K 0.04%
501
-61
118
$249K 0.04%
15,341
119
$245K 0.04%
+1,810
120
$243K 0.04%
+2,382
121
$243K 0.04%
+5,230
122
$242K 0.04%
307
-51
123
$242K 0.04%
+7,769
124
$240K 0.04%
+6,654
125
$239K 0.04%
+4,020
3 4
5
6 7