SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.18M
3
+$1.37M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Top Sells

1
+$10.7M
2
+$1.86M
3
+$1.21M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$605K
5
PANW icon
Palo Alto Networks
PANW
+$518K

Sector Composition

1 Technology 7.39%
2 Financials 2.73%
3 Healthcare 2.56%
4 Consumer Discretionary 2.16%
5 Materials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$626K 0.07%
+3,360
102
$622K 0.07%
9,136
-92
103
$616K 0.07%
4,071
-762
104
$613K 0.07%
3,349
+1,307
105
$602K 0.07%
12,226
-2,916
106
$594K 0.07%
8,400
-48
107
$593K 0.07%
+11,241
108
$586K 0.07%
4,091
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109
$563K 0.06%
1,926
-274
110
$562K 0.06%
3,691
-79
111
$560K 0.06%
15,617
+1,130
112
$559K 0.06%
1,277
-47
113
$555K 0.06%
5,327
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114
$554K 0.06%
2,247
+619
115
$548K 0.06%
17,631
+3,638
116
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597
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117
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971
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118
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1,825
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119
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5,580
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120
$518K 0.06%
10,553
-6,235
121
$516K 0.06%
23,033
+12,870
122
$514K 0.06%
1,568
-73
123
$507K 0.06%
919
-24
124
$497K 0.06%
838
+40
125
$495K 0.06%
1,625
-100
3 4
5
6 7