SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.18M
3
+$1.37M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Top Sells

1
+$10.7M
2
+$1.86M
3
+$1.21M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$605K
5
PANW icon
Palo Alto Networks
PANW
+$518K

Sector Composition

1 Technology 7.39%
2 Financials 2.73%
3 Healthcare 2.56%
4 Consumer Discretionary 2.16%
5 Materials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$488K 0.05%
2,672
127
$483K 0.05%
+6,233
128
$478K 0.05%
15,869
-730
129
$476K 0.05%
1,783
+78
130
$472K 0.05%
2,535
+71
131
$472K 0.05%
3,459
+638
132
$470K 0.05%
+5,136
133
$467K 0.05%
6,950
+4,367
134
$461K 0.05%
9,739
-6,417
135
$460K 0.05%
858
+197
136
$459K 0.05%
8,895
+2,943
137
$448K 0.05%
14,002
+5,901
138
$447K 0.05%
6,565
-397
139
$445K 0.05%
+3,896
140
$444K 0.05%
4,690
141
$443K 0.05%
2,433
+569
142
$439K 0.05%
1,641
+56
143
$439K 0.05%
1,442
+61
144
$436K 0.05%
1,222
+20
145
$434K 0.05%
+4,550
146
$432K 0.05%
412
+14
147
$429K 0.05%
3,898
148
$427K 0.05%
4,170
-1,780
149
$422K 0.05%
5,272
+364
150
$421K 0.05%
3,289
+564
4 5
6
7 8