SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$606M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$2.53M
3
+$1.36M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$696K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$685K

Top Sells

1
+$13.2M
2
+$10.8M
3
+$5.91M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Sector Composition

1 Materials 5.73%
2 Technology 1.57%
3 Healthcare 0.93%
4 Financials 0.78%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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