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
$563M
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$15.5M
3
+$8.53M
4
DOW icon
Dow Inc
DOW
+$3.72M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.39M

Top Sells

1
+$7.9M
2
+$2.48M
3
+$756K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$477K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$468K

Sector Composition

1 Materials 5.67%
2 Technology 1.51%
3 Healthcare 0.83%
4 Financials 0.58%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$19.3K ﹤0.01%
205
+99
152
$17.9K ﹤0.01%
+274
153
$15.5K ﹤0.01%
127
154
$14.3K ﹤0.01%
+104
155
$13.3K ﹤0.01%
254
156
$12.2K ﹤0.01%
52
157
$11.8K ﹤0.01%
+78
158
$10.9K ﹤0.01%
144
+84
159
$10.6K ﹤0.01%
+146
160
$9.11K ﹤0.01%
+247
161
$8.72K ﹤0.01%
111
162
$8.09K ﹤0.01%
+261
163
$8.03K ﹤0.01%
+164
164
$7.68K ﹤0.01%
163
165
$6.77K ﹤0.01%
98
+34
166
$6K ﹤0.01%
+39
167
$5.55K ﹤0.01%
220
+180
168
$5.44K ﹤0.01%
+119
169
$5.3K ﹤0.01%
+109
170
$4.95K ﹤0.01%
+60
171
$4.81K ﹤0.01%
+64
172
$4.74K ﹤0.01%
+84
173
$4.59K ﹤0.01%
45
-4,583
174
$4.04K ﹤0.01%
+81
175
$3.96K ﹤0.01%
125
+80
5 6
7
8 9