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
$627M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.07M
3
+$2.76M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.31M
5
AAPL icon
Apple
AAPL
+$1.28M

Top Sells

1
+$7.18M
2
+$3.83M
3
+$1.92M
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$831K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$749K

Sector Composition

1 Materials 4.54%
2 Technology 2.93%
3 Healthcare 1.54%
4 Financials 1.39%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$205K 0.03%
+3,663
152
$204K 0.03%
+1,428
153
$203K 0.03%
+1,043
154
$203K 0.03%
+3,767
155
$203K 0.03%
+796
156
$203K 0.03%
7,824
-6,435
157
$203K 0.03%
7,577
+3
158
$202K 0.03%
1,383
159
$201K 0.03%
+1,384
160
$200K 0.03%
+1,356
161
$184K 0.03%
781
162
$176K 0.03%
8,208
-2,142
163
$174K 0.03%
1,426
164
$169K 0.03%
+16,654
165
$168K 0.03%
+15,715
166
$168K 0.03%
4,301
167
$163K 0.03%
41,994
168
$156K 0.02%
2,878
169
$154K 0.02%
679
170
$149K 0.02%
+21,299
171
$140K 0.02%
+33,049
172
$138K 0.02%
1,991
173
$128K 0.02%
1,080
174
$122K 0.02%
+12,231
175
$118K 0.02%
1,150
-525
5 6
7
8 9