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
$774M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.13M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.93M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$5.51M

Top Sells

1
+$4.07M
2
+$3.92M
3
+$3.8M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$3.79M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M

Sector Composition

1 Technology 6.75%
2 Materials 3.04%
3 Financials 2.44%
4 Consumer Discretionary 2.19%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$313K 0.04%
1,299
+99
152
$313K 0.04%
2,792
+352
153
$313K 0.04%
+3,826
154
$311K 0.04%
663
+78
155
$311K 0.04%
2,043
-581
156
$307K 0.04%
3,415
+26
157
$303K 0.04%
+1,678
158
$301K 0.04%
15,341
159
$300K 0.04%
+5,186
160
$298K 0.04%
+496
161
$295K 0.04%
+3,909
162
$292K 0.04%
2,573
+336
163
$292K 0.04%
+1,182
164
$290K 0.04%
4,099
+172
165
$285K 0.04%
2,866
+728
166
$285K 0.04%
528
-93
167
$279K 0.04%
+4,289
168
$278K 0.04%
+4,956
169
$275K 0.04%
1,395
+183
170
$274K 0.04%
19,043
-272,829
171
$269K 0.03%
3,817
+374
172
$266K 0.03%
+6,653
173
$265K 0.03%
+12,540
174
$264K 0.03%
1,391
-622
175
$263K 0.03%
9,903
5 6
7
8 9