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
$747M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$3.8M
3
+$3.79M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.78M

Top Sells

1
+$667K
2
+$457K
3
+$398K
4
NXPI icon
NXP Semiconductors
NXPI
+$329K
5
LRCX icon
Lam Research
LRCX
+$278K

Sector Composition

1 Materials 3.95%
2 Technology 2.81%
3 Financials 1.49%
4 Healthcare 1.47%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$231K 0.03%
1,744
152
$230K 0.03%
+552
153
$226K 0.03%
4,451
-7,843
154
$225K 0.03%
+2,340
155
$224K 0.03%
7,061
-756
156
$224K 0.03%
3,906
-837
157
$224K 0.03%
675
-265
158
$223K 0.03%
+2,237
159
$220K 0.03%
+1,161
160
$220K 0.03%
1,630
-1,222
161
$219K 0.03%
+2,186
162
$218K 0.03%
2,074
+180
163
$217K 0.03%
1,442
+58
164
$216K 0.03%
+610
165
$216K 0.03%
+1,188
166
$214K 0.03%
+1,121
167
$213K 0.03%
1,383
168
$211K 0.03%
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169
$211K 0.03%
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170
$211K 0.03%
253
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171
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172
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173
$210K 0.03%
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174
$209K 0.03%
+1,255
175
$206K 0.03%
+745
5 6
7
8 9