SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.79M
3
+$4.18M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.22M

Top Sells

1
+$979K
2
+$695K
3
+$439K
4
TXN icon
Texas Instruments
TXN
+$389K
5
MSFT icon
Microsoft
MSFT
+$387K

Sector Composition

1 Technology 6.06%
2 Healthcare 2.75%
3 Materials 2.66%
4 Financials 2.46%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$345K 0.04%
6,016
+1,165
152
$341K 0.04%
2,725
+693
153
$341K 0.04%
665
+2
154
$340K 0.04%
5,600
+1,809
155
$335K 0.04%
4,540
-37
156
$331K 0.04%
1,003
-48
157
$327K 0.04%
+8,746
158
$322K 0.04%
603
+3
159
$320K 0.04%
2,464
+118
160
$316K 0.04%
2,025
-301
161
$315K 0.04%
12,416
-124
162
$315K 0.04%
+4,872
163
$314K 0.04%
6,921
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164
$313K 0.04%
22,973
+3,127
165
$311K 0.04%
+1,519
166
$309K 0.04%
1,195
-95
167
$307K 0.04%
1,327
+30
168
$302K 0.04%
1,527
+122
169
$299K 0.04%
1,315
-141
170
$298K 0.04%
+1,628
171
$297K 0.04%
19,347
+2,073
172
$297K 0.04%
+448
173
$296K 0.04%
2,042
-819
174
$296K 0.04%
1,864
-1,873
175
$295K 0.04%
2,023
+391
5 6
7
8 9