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
$627M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.07M
3
+$2.76M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.31M
5
AAPL icon
Apple
AAPL
+$1.28M

Top Sells

1
+$7.18M
2
+$3.83M
3
+$1.92M
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$831K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$749K

Sector Composition

1 Materials 4.54%
2 Technology 2.93%
3 Healthcare 1.54%
4 Financials 1.39%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$109K 0.02%
+10,112
177
$107K 0.02%
651
+649
178
$105K 0.02%
2,000
179
$103K 0.02%
281
+44
180
$102K 0.02%
+585
181
$96.1K 0.02%
+31,496
182
$94.8K 0.02%
20,469
+9,004
183
$93.3K 0.01%
511
-15
184
$92.6K 0.01%
+11,260
185
$85.6K 0.01%
1,302
+8
186
$84K 0.01%
1,373
187
$77.8K 0.01%
908
188
$76.1K 0.01%
+11,940
189
$74.6K 0.01%
676
190
$74.2K 0.01%
503
+39
191
$73.4K 0.01%
1,247
192
$71.4K 0.01%
13,731
+375
193
$70.2K 0.01%
703
194
$68.9K 0.01%
+25,251
195
$68.1K 0.01%
453
+1
196
$64.5K 0.01%
+2,889
197
$62.1K 0.01%
1,928
198
$61.3K 0.01%
+16,213
199
$59K 0.01%
+406
200
$58.9K 0.01%
+10,182
6 7
8
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