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
$973M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.03M
3
+$1.5M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$992K

Top Sells

1
+$3.26M
2
+$1.59M
3
+$723K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$543K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$456K

Sector Composition

1 Technology 6.69%
2 Financials 2.78%
3 Healthcare 2.66%
4 Consumer Discretionary 1.96%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IT icon
176
Gartner
IT
$10.2B
$380K 0.04%
+1,508
GS icon
177
Goldman Sachs
GS
$277B
$379K 0.04%
431
+17
LMT icon
178
Lockheed Martin
LMT
$119B
$379K 0.04%
783
+152
UAL icon
179
United Airlines
UAL
$29.6B
$378K 0.04%
3,384
+187
VLO icon
180
Valero Energy
VLO
$71.8B
$376K 0.04%
2,309
+19
MDY icon
181
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.9B
$373K 0.04%
618
+18
IQV icon
182
IQVIA
IQV
$27.1B
$372K 0.04%
1,652
+143
LIN icon
183
Linde
LIN
$236B
$372K 0.04%
872
-343
IJS icon
184
iShares S&P Small-Cap 600 Value ETF
IJS
$7.94B
$371K 0.04%
3,258
VRSN icon
185
VeriSign
VRSN
$24.8B
$365K 0.04%
1,502
-125
CIEN icon
186
Ciena
CIEN
$67.1B
$363K 0.04%
1,553
+73
DAL icon
187
Delta Air Lines
DAL
$44.6B
$363K 0.04%
5,227
+412
UPS icon
188
United Parcel Service
UPS
$87.1B
$358K 0.04%
+3,606
ICE icon
189
Intercontinental Exchange
ICE
$89.4B
$354K 0.04%
2,187
+23
IVW icon
190
iShares S&P 500 Growth ETF
IVW
$70B
$351K 0.04%
2,851
VZ icon
191
Verizon
VZ
$195B
$348K 0.04%
8,552
+408
GD icon
192
General Dynamics
GD
$84.1B
$346K 0.04%
1,028
+30
MDB icon
193
MongoDB
MDB
$21.2B
$346K 0.04%
824
+50
MTUM icon
194
iShares MSCI USA Momentum Factor ETF
MTUM
$23.5B
$346K 0.04%
1,381
+65
VO icon
195
Vanguard Mid-Cap ETF
VO
$24.5B
$342K 0.04%
1,177
+42
TFX icon
196
Teleflex
TFX
$5.92B
$341K 0.04%
2,794
-360
STT icon
197
State Street
STT
$42.8B
$339K 0.03%
2,628
+42
NOC icon
198
Northrop Grumman
NOC
$81.6B
$339K 0.03%
594
-6
MUFG icon
199
Mitsubishi UFJ Financial
MUFG
$200B
$338K 0.03%
21,329
+583
TJX icon
200
TJX Companies
TJX
$174B
$337K 0.03%
2,197
+537
6 7
8
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