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
$563M
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$15.5M
3
+$8.53M
4
DOW icon
Dow Inc
DOW
+$3.72M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.39M

Top Sells

1
+$7.9M
2
+$2.48M
3
+$756K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$477K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$468K

Sector Composition

1 Materials 5.67%
2 Technology 1.51%
3 Healthcare 0.83%
4 Financials 0.58%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$56.5K 0.01%
703
127
$53.5K 0.01%
+435
128
$53.1K 0.01%
+700
129
$49.4K 0.01%
279
130
$48.4K 0.01%
2,778
131
$44.6K 0.01%
+300
132
$42.6K 0.01%
843
-2,032
133
$41.5K 0.01%
177
134
$39.9K 0.01%
+484
135
$39.4K 0.01%
+1,000
136
$39.2K 0.01%
1,183
137
$37.4K 0.01%
+1,100
138
$34K 0.01%
180
-372
139
$31.3K 0.01%
140
140
$30.4K 0.01%
894
141
$27.4K ﹤0.01%
371
142
$26.5K ﹤0.01%
+250
143
$25.9K ﹤0.01%
660
+512
144
$25.9K ﹤0.01%
+627
145
$24.5K ﹤0.01%
+350
146
$22.7K ﹤0.01%
455
-130
147
$22.3K ﹤0.01%
82
+62
148
$20.1K ﹤0.01%
616
149
$19.9K ﹤0.01%
+500
150
$19.5K ﹤0.01%
107
4 5
6
7 8