SFC
SYM Financial Corp Portfolio holdings
AUM
$893M
This Quarter Return
+9.44%
1 Year Return
+14%
3 Year Return
+41.34%
5 Year Return
+70.11%
10 Year Return
–
AUM
$618M
AUM Growth
+$618M
(+9.6%)
Cap. Flow
+$1.73M
Cap. Flow
% of AUM
0.28%
Top 10 Holdings %
Top 10 Hldgs %
84.48%
Holding
207
New
21
Increased
60
Reduced
48
Closed
29
Top Buys
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$11.7M |
| 2 |
Dimensional International Core Equity Market ETF
DFAI
|
$6.56M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$5.98M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$4.53M |
| 5 |
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% |
