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
$747M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$3.8M
3
+$3.79M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.78M

Top Sells

1
+$667K
2
+$457K
3
+$398K
4
NXPI icon
NXP Semiconductors
NXPI
+$329K
5
LRCX icon
Lam Research
LRCX
+$278K

Sector Composition

1 Materials 3.95%
2 Technology 2.81%
3 Financials 1.49%
4 Healthcare 1.47%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$273K 0.04%
+1,295
127
$273K 0.04%
15,589
+1,894
128
$272K 0.04%
1,747
-263
129
$271K 0.04%
6,046
130
$268K 0.04%
+300
131
$267K 0.04%
2,470
+29
132
$267K 0.04%
1,403
+214
133
$264K 0.04%
1,340
-55
134
$263K 0.04%
1,574
+83
135
$260K 0.03%
947
+55
136
$256K 0.03%
2,809
-225
137
$252K 0.03%
953
+82
138
$250K 0.03%
2,440
+97
139
$248K 0.03%
1,965
-6
140
$247K 0.03%
+3,284
141
$246K 0.03%
15,341
142
$244K 0.03%
3,927
+264
143
$243K 0.03%
2,138
+17
144
$240K 0.03%
+411
145
$239K 0.03%
7,600
-169
146
$239K 0.03%
+2,495
147
$236K 0.03%
8,374
+797
148
$235K 0.03%
+2,259
149
$234K 0.03%
+3,361
150
$232K 0.03%
3,443
+241
4 5
6
7 8