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SFC

SYM Financial Corp Portfolio holdings

AUM $1B
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$935M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.25M
3
+$2.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.01M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.74M

Top Sells

1
+$3.93M
2
+$1.92M
3
+$1.6M
4
AMZN icon
Amazon
AMZN
+$1.44M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.24M

Sector Composition

1 Technology 6.75%
2 Financials 2.75%
3 Healthcare 2.32%
4 Consumer Discretionary 1.83%
5 Materials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$567K 0.06%
10,985
+1,246
102
$565K 0.06%
8,551
-2,517
103
$560K 0.06%
877
-967
104
$554K 0.06%
904
-419
105
$545K 0.06%
2,003
-244
106
$544K 0.06%
8,199
-201
107
$541K 0.06%
2,644
-705
108
$536K 0.06%
1,985
-513
109
$534K 0.06%
4,790
-346
110
$530K 0.06%
+2,817
111
$525K 0.06%
15,734
-135
112
$522K 0.06%
+1,411
113
$520K 0.06%
2,672
114
$518K 0.06%
5,443
-3,262
115
$507K 0.05%
3,784
-4,095
116
$495K 0.05%
4,592
-4,588
117
$492K 0.05%
422
+10
118
$478K 0.05%
1,711
+70
119
$472K 0.05%
488
+9
120
$470K 0.05%
985
-77
121
$469K 0.05%
4,690
122
$468K 0.05%
5,524
-1,041
123
$466K 0.05%
2,881
+290
124
$464K 0.05%
+1,962
125
$464K 0.05%
+1,844
3 4
5
6 7