SFC
SYM Financial Corp Portfolio holdings
AUM
$893M
This Quarter Return
+5.37%
1 Year Return
+14%
3 Year Return
+41.34%
5 Year Return
+70.11%
10 Year Return
–
AUM
$606M
AUM Growth
+$606M
(-1.9%)
Cap. Flow
-$42.8M
Cap. Flow
% of AUM
-7.06%
Top 10 Holdings %
Top 10 Hldgs %
85.98%
Holding
191
New
13
Increased
42
Reduced
68
Closed
24
Top Buys
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$13.2M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$10.8M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$5.91M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$5.8M |
| 5 |
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% |
