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
$257M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$58.2M
2 +$15.1M
3 +$14.1M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.98M
5
BND icon
Vanguard Total Bond Market
BND
+$325K

Top Sells

1 +$9.07M
2 +$5.95M
3 +$328K
4
INTC icon
Intel
INTC
+$240K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$221K

Sector Composition

1 Materials 23.85%
2 Technology 1.37%
3 Healthcare 1.12%
4 Financials 0.67%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-320