SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.79M
3
+$4.18M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.22M

Top Sells

1
+$979K
2
+$695K
3
+$439K
4
TXN icon
Texas Instruments
TXN
+$389K
5
MSFT icon
Microsoft
MSFT
+$387K

Sector Composition

1 Technology 6.06%
2 Healthcare 2.75%
3 Materials 2.66%
4 Financials 2.46%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$542K 0.07%
3,240
+396
102
$525K 0.06%
1,370
+623
103
$521K 0.06%
921
+425
104
$514K 0.06%
1,641
+181
105
$503K 0.06%
+7,665
106
$497K 0.06%
1,725
-422
107
$492K 0.06%
1,612
+300
108
$491K 0.06%
5,467
+2,601
109
$488K 0.06%
21,756
-179
110
$482K 0.06%
1,705
+103
111
$480K 0.06%
1,202
+8
112
$478K 0.06%
14,487
+2,214
113
$477K 0.06%
1,877
+234
114
$475K 0.06%
3,975
+541
115
$464K 0.06%
+798
116
$461K 0.06%
7,911
+2,725
117
$461K 0.06%
5,950
+3,023
118
$458K 0.06%
16,599
+15,765
119
$457K 0.06%
2,672
-25
120
$446K 0.06%
+1,324
121
$442K 0.05%
943
-477
122
$440K 0.05%
648
+117
123
$438K 0.05%
1,404
-991
124
$433K 0.05%
4,690
125
$424K 0.05%
4,874
+1,926
3 4
5
6 7