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
$774M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.13M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.93M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$5.51M

Top Sells

1
+$4.07M
2
+$3.92M
3
+$3.8M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$3.79M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M

Sector Composition

1 Technology 6.75%
2 Materials 3.04%
3 Financials 2.44%
4 Consumer Discretionary 2.19%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$378K 0.05%
12,574
127
$374K 0.05%
4,577
+1,216
128
$372K 0.05%
+5,386
129
$369K 0.05%
2,568
+118
130
$365K 0.05%
12,505
-42
131
$362K 0.05%
8,266
+1,290
132
$361K 0.05%
4,226
+637
133
$360K 0.05%
13,947
+759
134
$360K 0.05%
+1,456
135
$342K 0.04%
1,238
+192
136
$342K 0.04%
600
137
$341K 0.04%
1,290
+95
138
$340K 0.04%
1,643
+240
139
$335K 0.04%
1,491
+112
140
$334K 0.04%
531
-164
141
$334K 0.04%
+16,648
142
$332K 0.04%
+747
143
$323K 0.04%
2,927
+587
144
$323K 0.04%
4,597
-1,640
145
$320K 0.04%
+964
146
$318K 0.04%
+1,619
147
$318K 0.04%
+1,290
148
$317K 0.04%
+748
149
$316K 0.04%
1,405
+42
150
$315K 0.04%
+12,644
4 5
6
7 8