We are live on ! Find out more
SFC

SYM Financial Corp Portfolio holdings

AUM $1B
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$935M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.25M
3
+$2.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.01M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.74M

Top Sells

1
+$3.93M
2
+$1.92M
3
+$1.6M
4
AMZN icon
Amazon
AMZN
+$1.44M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.24M

Sector Composition

1 Technology 6.75%
2 Financials 2.75%
3 Healthcare 2.32%
4 Consumer Discretionary 1.83%
5 Materials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$460K 0.05%
2,965
-726
127
$457K 0.05%
1,283
+61
128
$456K 0.05%
1,080
-197
129
$455K 0.05%
6,906
-4,964
130
$455K 0.05%
1,627
-550
131
$454K 0.05%
7,236
-5,749
132
$452K 0.05%
1,915
+712
133
$450K 0.05%
5,374
+102
134
$440K 0.05%
19,190
+1,127
135
$437K 0.05%
3,166
-730
136
$437K 0.05%
4,598
+48
137
$435K 0.05%
6,460
-6,239
138
$432K 0.05%
+2,177
139
$428K 0.05%
881
+79
140
$427K 0.05%
3,557
+44
141
$424K 0.05%
1,718
-65
142
$419K 0.04%
2,652
+29
143
$419K 0.04%
1,529
+499
144
$412K 0.04%
1,376
+90
145
$412K 0.04%
653
-318
146
$411K 0.04%
12,497
147
$407K 0.04%
745
-6
148
$397K 0.04%
2,025
-510
149
$396K 0.04%
4,721
-2,929
150
$395K 0.04%
3,591
-122
4 5
6
7 8