SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.79M
3
+$4.18M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.22M

Top Sells

1
+$979K
2
+$695K
3
+$439K
4
TXN icon
Texas Instruments
TXN
+$389K
5
MSFT icon
Microsoft
MSFT
+$387K

Sector Composition

1 Technology 6.06%
2 Healthcare 2.75%
3 Materials 2.66%
4 Financials 2.46%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$422K 0.05%
6,962
+1,576
127
$419K 0.05%
1,585
+286
128
$412K 0.05%
3,728
+109
129
$408K 0.05%
2,793
+1,224
130
$403K 0.05%
843
-449
131
$397K 0.05%
2,690
+122
132
$397K 0.05%
2,329
-328
133
$391K 0.05%
6,684
-3,917
134
$389K 0.05%
13,993
+46
135
$387K 0.05%
3,968
136
$384K 0.05%
12,574
137
$377K 0.05%
398
+5
138
$376K 0.05%
2,748
-1,452
139
$376K 0.05%
9,333
-496
140
$371K 0.05%
1,381
+91
141
$370K 0.05%
9,036
+770
142
$369K 0.05%
14,559
-6,924
143
$367K 0.05%
781
+33
144
$366K 0.05%
1,213
-25
145
$362K 0.04%
3,898
-26
146
$357K 0.04%
3,621
-320
147
$352K 0.04%
4,908
+311
148
$351K 0.04%
+5,952
149
$347K 0.04%
1,598
+437
150
$346K 0.04%
+5,100
4 5
6
7 8