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
$774M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.13M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.93M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$5.51M

Top Sells

1
+$4.07M
2
+$3.92M
3
+$3.8M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$3.79M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M

Sector Composition

1 Technology 6.75%
2 Materials 3.04%
3 Financials 2.44%
4 Consumer Discretionary 2.19%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$263K 0.03%
+2,381
177
$262K 0.03%
6,046
178
$262K 0.03%
62,248
+20,254
179
$262K 0.03%
+1,297
180
$259K 0.03%
+2,397
181
$257K 0.03%
775
+100
182
$257K 0.03%
2,346
+160
183
$256K 0.03%
1,340
184
$256K 0.03%
+1,615
185
$252K 0.03%
4,129
+223
186
$249K 0.03%
2,809
187
$249K 0.03%
+856
188
$249K 0.03%
+968
189
$249K 0.03%
+2,564
190
$247K 0.03%
1,371
+184
191
$246K 0.03%
15,091
-498
192
$244K 0.03%
+2,489
193
$242K 0.03%
+1,569
194
$242K 0.03%
2,287
-183
195
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820
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196
$240K 0.03%
+4,851
197
$239K 0.03%
+1,161
198
$237K 0.03%
11,756
+1,345
199
$233K 0.03%
+3,247
200
$233K 0.03%
19,846
+5,571
6 7
8
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