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
$606M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$2.53M
3
+$1.36M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$696K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$685K

Top Sells

1
+$13.2M
2
+$10.8M
3
+$5.91M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Sector Composition

1 Materials 5.73%
2 Technology 1.57%
3 Healthcare 0.93%
4 Financials 0.78%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$57.8K 0.01%
2,785
+1
127
$55.5K 0.01%
11,465
+1,188
128
$53K 0.01%
1,250
-3,850
129
$51.1K 0.01%
178
130
$49.8K 0.01%
1,183
131
$47.5K 0.01%
843
132
$46.3K 0.01%
1,100
133
$45.1K 0.01%
484
134
$41.1K 0.01%
180
135
$37.9K 0.01%
140
136
$36.6K 0.01%
894
137
$33K 0.01%
250
138
$29.9K ﹤0.01%
87
139
$28.8K ﹤0.01%
371
140
$27.6K ﹤0.01%
455
141
$27.5K ﹤0.01%
+256
142
$26.9K ﹤0.01%
627
143
$25.4K ﹤0.01%
+727
144
$24.8K ﹤0.01%
365
145
$24.3K ﹤0.01%
220
+114
146
$22.6K ﹤0.01%
616
147
$20.6K ﹤0.01%
250
-100
148
$17.4K ﹤0.01%
127
-300
149
$15.8K ﹤0.01%
254
150
$15.6K ﹤0.01%
100
-335
4 5
6
7 8