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
$563M
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$15.5M
3
+$8.53M
4
DOW icon
Dow Inc
DOW
+$3.72M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.39M

Top Sells

1
+$7.9M
2
+$2.48M
3
+$756K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$477K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$468K

Sector Composition

1 Materials 5.67%
2 Technology 1.51%
3 Healthcare 0.83%
4 Financials 0.58%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.67K ﹤0.01%
29
-35
177
$3.44K ﹤0.01%
24
+1
178
$3.33K ﹤0.01%
120
179
$2.81K ﹤0.01%
+71
180
$2.38K ﹤0.01%
+32
181
$2.37K ﹤0.01%
+26
182
$1.32K ﹤0.01%
11
+3
183
$1.28K ﹤0.01%
+6
184
$331 ﹤0.01%
+3
185
$284 ﹤0.01%
+2
186
$135 ﹤0.01%
+3
187
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200
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5 6 7
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