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
$618M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$9.33M
3
+$2.05M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$859K
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$789K

Top Sells

1
+$11.7M
2
+$6.56M
3
+$5.98M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.53M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.2M

Sector Composition

1 Materials 5.38%
2 Technology 1.94%
3 Healthcare 0.98%
4 Financials 0.75%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$65.2K 0.01%
490
+479
127
$64.9K 0.01%
703
128
$64.6K 0.01%
1,247
129
$62.5K 0.01%
435
130
$61.9K 0.01%
1,928
-1,808
131
$59.4K 0.01%
700
132
$58K 0.01%
427
+300
133
$57.6K 0.01%
2,784
+6
134
$56.1K 0.01%
279
135
$50.4K 0.01%
300
136
$48.7K 0.01%
1,000
-1,350
137
$46.6K 0.01%
178
+1
138
$45.8K 0.01%
843
139
$44.9K 0.01%
94
-505
140
$44.7K 0.01%
1,000
141
$44.6K 0.01%
1,000
-1,650
142
$44.5K 0.01%
1,183
143
$42.5K 0.01%
+10,277
144
$42K 0.01%
484
145
$41.5K 0.01%
1,100
146
$38.4K 0.01%
180
147
$37.9K 0.01%
486
+340
148
$37K 0.01%
+804
149
$36.7K 0.01%
+937
150
$35.3K 0.01%
140
4 5
6
7 8