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
$627M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.07M
3
+$2.76M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.31M
5
AAPL icon
Apple
AAPL
+$1.28M

Top Sells

1
+$7.18M
2
+$3.83M
3
+$1.92M
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$831K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$749K

Sector Composition

1 Materials 4.54%
2 Technology 2.93%
3 Healthcare 1.54%
4 Financials 1.39%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$238K 0.04%
+1,584
127
$237K 0.04%
+1,143
128
$237K 0.04%
+4,743
129
$234K 0.04%
346
-108
130
$233K 0.04%
+1,276
131
$232K 0.04%
+13,695
132
$230K 0.04%
+526
133
$229K 0.04%
+1,315
134
$228K 0.04%
+3,651
135
$227K 0.04%
+8,122
136
$227K 0.04%
+2,343
137
$225K 0.04%
+1,710
138
$223K 0.04%
+1,134
139
$219K 0.03%
+1,078
140
$218K 0.03%
+965
141
$217K 0.03%
+892
142
$217K 0.03%
+1,894
143
$215K 0.03%
+871
144
$214K 0.03%
+366
145
$213K 0.03%
+2,180
146
$211K 0.03%
+3,508
147
$211K 0.03%
+1,189
148
$211K 0.03%
1,744
+1
149
$207K 0.03%
+1,181
150
$205K 0.03%
+3,202
4 5
6
7 8