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
$747M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$3.8M
3
+$3.79M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.78M

Top Sells

1
+$667K
2
+$457K
3
+$398K
4
NXPI icon
NXP Semiconductors
NXPI
+$329K
5
LRCX icon
Lam Research
LRCX
+$278K

Sector Composition

1 Materials 3.95%
2 Technology 2.81%
3 Financials 1.49%
4 Healthcare 1.47%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$206K 0.03%
+10,411
177
$205K 0.03%
2,300
-1,422
178
$203K 0.03%
781
179
$201K 0.03%
6,952
-1,170
180
$196K 0.03%
16,125
+410
181
$194K 0.03%
21,439
+140
182
$193K 0.03%
1,426
183
$191K 0.03%
17,199
+545
184
$186K 0.02%
8,208
185
$181K 0.02%
6,549
-1,275
186
$178K 0.02%
4,301
187
$175K 0.02%
1,396
+316
188
$171K 0.02%
41,994
189
$168K 0.02%
+15,697
190
$163K 0.02%
39,052
+6,003
191
$163K 0.02%
2,878
192
$153K 0.02%
679
193
$153K 0.02%
1,991
194
$145K 0.02%
14,275
+4,163
195
$139K 0.02%
12,142
-89
196
$132K 0.02%
1,150
197
$124K 0.02%
788
+285
198
$116K 0.02%
11,505
+245
199
$110K 0.01%
2,000
200
$104K 0.01%
20,455
-14
6 7
8
9 10