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
$747M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$3.8M
3
+$3.79M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.78M

Top Sells

1
+$667K
2
+$457K
3
+$398K
4
NXPI icon
NXP Semiconductors
NXPI
+$329K
5
LRCX icon
Lam Research
LRCX
+$278K

Sector Composition

1 Materials 3.95%
2 Technology 2.81%
3 Financials 1.49%
4 Healthcare 1.47%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$352K 0.05%
6,237
+2,217
102
$352K 0.05%
1,594
+460
103
$343K 0.05%
3,010
+268
104
$343K 0.05%
876
+58
105
$342K 0.05%
600
106
$337K 0.05%
+7,181
107
$335K 0.04%
8,090
+130
108
$333K 0.04%
2,450
+131
109
$332K 0.04%
350
+43
110
$328K 0.04%
621
+120
111
$327K 0.04%
4,214
+706
112
$315K 0.04%
1,195
-18
113
$309K 0.04%
585
+59
114
$302K 0.04%
1,046
+250
115
$300K 0.04%
1,217
+252
116
$297K 0.04%
1,965
+381
117
$294K 0.04%
1,363
+87
118
$293K 0.04%
+1,149
119
$288K 0.04%
9,903
120
$287K 0.04%
6,976
+322
121
$281K 0.04%
1,200
+122
122
$280K 0.04%
395
+49
123
$280K 0.04%
+3,589
124
$276K 0.04%
1,379
125
$273K 0.04%
2,842
-572
3 4
5
6 7