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
$774M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.13M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.93M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$5.51M

Top Sells

1
+$4.07M
2
+$3.92M
3
+$3.8M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$3.79M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M

Sector Composition

1 Technology 6.75%
2 Materials 3.04%
3 Financials 2.44%
4 Consumer Discretionary 2.19%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$465K 0.06%
2,861
+736
102
$461K 0.06%
3,571
+979
103
$457K 0.06%
+5,719
104
$455K 0.06%
510
+115
105
$451K 0.06%
+3,434
106
$450K 0.06%
+3,737
107
$445K 0.06%
2,657
+52
108
$443K 0.06%
4,470
+2,396
109
$443K 0.06%
2,326
+752
110
$439K 0.06%
3,941
+1,099
111
$434K 0.06%
4,690
112
$432K 0.06%
1,312
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113
$431K 0.06%
3,968
114
$429K 0.06%
1,194
-62
115
$428K 0.06%
2,406
+103
116
$425K 0.05%
12,273
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117
$412K 0.05%
2,844
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118
$409K 0.05%
786
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119
$407K 0.05%
3,595
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120
$403K 0.05%
393
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121
$398K 0.05%
+3,619
122
$398K 0.05%
3,924
-55
123
$387K 0.05%
9,829
+1,739
124
$384K 0.05%
1,602
+44
125
$381K 0.05%
1,051
+175
3 4
5
6 7