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
$618M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$9.33M
3
+$2.05M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$859K
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$789K

Top Sells

1
+$11.7M
2
+$6.56M
3
+$5.98M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.53M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.2M

Sector Composition

1 Materials 5.38%
2 Technology 1.94%
3 Healthcare 0.98%
4 Financials 0.75%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$317 ﹤0.01%
2
177
$215 ﹤0.01%
5
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178
$160 ﹤0.01%
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5 6 7
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