SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.18M
3
+$1.37M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Top Sells

1
+$10.7M
2
+$1.86M
3
+$1.21M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$605K
5
PANW icon
Palo Alto Networks
PANW
+$518K

Sector Composition

1 Technology 7.39%
2 Financials 2.73%
3 Healthcare 2.56%
4 Consumer Discretionary 2.16%
5 Materials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$418K 0.05%
3,374
-247
152
$412K 0.05%
1,062
+59
153
$411K 0.05%
+3,397
154
$408K 0.05%
18,063
-3,693
155
$404K 0.05%
1,286
-46
156
$397K 0.04%
8,585
-307
157
$395K 0.04%
3,968
158
$392K 0.04%
3,713
+1,184
159
$391K 0.04%
2,623
-67
160
$388K 0.04%
8,679
-357
161
$388K 0.04%
12,497
-77
162
$386K 0.04%
4,955
+415
163
$384K 0.04%
479
+31
164
$375K 0.04%
2,641
-107
165
$368K 0.04%
+2,564
166
$368K 0.04%
+1,092
167
$368K 0.04%
+2,591
168
$366K 0.04%
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169
$364K 0.04%
11,437
+2,691
170
$359K 0.04%
+4,947
171
$359K 0.04%
+1,222
172
$357K 0.04%
3,217
+1,318
173
$355K 0.04%
1,893
+331
174
$351K 0.04%
+751
175
$343K 0.04%
+11,054
5 6
7
8 9