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
$893M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.3M
3
+$1.42M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.15M

Top Sells

1
+$10.8M
2
+$1.96M
3
+$1.24M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$605K
5
PANW icon
Palo Alto Networks
PANW
+$571K

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
PYPL icon
176
PayPal
PYPL
$67.1B
$342K 0.04%
4,605
+104
MDY icon
177
SPDR S&P MidCap 400 ETF Trust
MDY
$24.4B
$340K 0.04%
600
-3
MANH icon
178
Manhattan Associates
MANH
$11.3B
$338K 0.04%
+1,714
RL icon
179
Ralph Lauren
RL
$20.4B
$337K 0.04%
1,228
-51
HSBC icon
180
HSBC
HSBC
$231B
$336K 0.04%
5,519
-497
VO icon
181
Vanguard Mid-Cap ETF
VO
$89.6B
$334K 0.04%
1,195
UPS icon
182
United Parcel Service
UPS
$75.6B
$333K 0.04%
3,302
+1,102
SYF icon
183
Synchrony
SYF
$27B
$332K 0.04%
4,978
+659
COF icon
184
Capital One
COF
$142B
$332K 0.04%
+1,559
NTRA icon
185
Natera
NTRA
$26.4B
$331K 0.04%
1,959
+231
BCS icon
186
Barclays
BCS
$74B
$330K 0.04%
17,773
-1,574
CI icon
187
Cigna
CI
$82.5B
$330K 0.04%
998
+179
TMO icon
188
Thermo Fisher Scientific
TMO
$213B
$325K 0.04%
802
-324
MOH icon
189
Molina Healthcare
MOH
$8.34B
$325K 0.04%
1,091
+410
NWG icon
190
NatWest
NWG
$62.8B
$324K 0.04%
22,912
+15
SONY icon
191
Sony
SONY
$172B
$323K 0.04%
12,412
-4
ASH icon
192
Ashland
ASH
$2.32B
$323K 0.04%
+6,424
XLY icon
193
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.7B
$321K 0.04%
1,479
LYFT icon
194
Lyft
LYFT
$8.56B
$320K 0.04%
+20,335
VZ icon
195
Verizon
VZ
$165B
$317K 0.04%
7,331
+410
MTUM icon
196
iShares MSCI USA Momentum Factor ETF
MTUM
$19.6B
$316K 0.04%
1,316
+273
TOTL icon
197
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.91B
$316K 0.04%
7,879
-1,454
ZBH icon
198
Zimmer Biomet
ZBH
$20.4B
$315K 0.04%
3,457
+1,445
VLO icon
199
Valero Energy
VLO
$53.2B
$314K 0.04%
2,335
+711
TXN icon
200
Texas Instruments
TXN
$154B
$313K 0.04%
1,506
+3
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8
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