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
$618M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$9.33M
3
+$2.05M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$859K
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$789K

Top Sells

1
+$11.7M
2
+$6.56M
3
+$5.98M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.53M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.2M

Sector Composition

1 Materials 5.38%
2 Technology 1.94%
3 Healthcare 0.98%
4 Financials 0.75%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$34.6K 0.01%
313
+268
152
$33.3K 0.01%
894
153
$31.6K 0.01%
250
154
$31.6K 0.01%
+346
155
$28.7K ﹤0.01%
371
156
$27.6K ﹤0.01%
350
157
$27K ﹤0.01%
87
+5
158
$25.2K ﹤0.01%
455
159
$24.5K ﹤0.01%
627
160
$22.3K ﹤0.01%
365
-900
161
$22.3K ﹤0.01%
500
162
$21.2K ﹤0.01%
616
163
$15.1K ﹤0.01%
254
164
$13.1K ﹤0.01%
52
165
$11.5K ﹤0.01%
106
-99
166
$10.4K ﹤0.01%
247
167
$9.49K ﹤0.01%
111
168
$9.2K ﹤0.01%
118
+20
169
$8.46K ﹤0.01%
166
+3
170
$5.88K ﹤0.01%
+166
171
$5.36K ﹤0.01%
+38
172
$4.2K ﹤0.01%
81
173
$3.74K ﹤0.01%
120
174
$3.32K ﹤0.01%
71
175
$2.52K ﹤0.01%
32
5 6
7
8 9