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
$606M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$2.53M
3
+$1.36M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$696K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$685K

Top Sells

1
+$13.2M
2
+$10.8M
3
+$5.91M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Sector Composition

1 Materials 5.73%
2 Technology 1.57%
3 Healthcare 0.93%
4 Financials 0.78%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14.2K ﹤0.01%
53
+1
152
$12.2K ﹤0.01%
146
-340
153
$10.3K ﹤0.01%
111
154
$9.52K ﹤0.01%
200
-800
155
$9.42K ﹤0.01%
+161
156
$8.85K ﹤0.01%
166
157
$6.85K ﹤0.01%
45
+7
158
$5.42K ﹤0.01%
64
-54
159
$5.21K ﹤0.01%
+32
160
$5.1K ﹤0.01%
+59
161
$4.9K ﹤0.01%
45
-268
162
$4.51K ﹤0.01%
+107
163
$4.19K ﹤0.01%
81
164
$4.13K ﹤0.01%
120
165
$1.75K ﹤0.01%
+19
166
$340 ﹤0.01%
2
167
$219 ﹤0.01%
5
168
– –
-1,652
169
– –
-2,015
170
– –
-1,583
171
– –
-346
172
– –
-306
173
– –
-804
174
– –
-500
175
– –
-1,000
4 5 6
7
8