SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.18M
3
+$1.37M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Top Sells

1
+$10.7M
2
+$1.86M
3
+$1.21M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$605K
5
PANW icon
Palo Alto Networks
PANW
+$518K

Sector Composition

1 Technology 7.39%
2 Financials 2.73%
3 Healthcare 2.56%
4 Consumer Discretionary 2.16%
5 Materials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$342K 0.04%
4,605
+104
177
$340K 0.04%
600
-3
178
$338K 0.04%
+1,714
179
$337K 0.04%
1,228
-51
180
$336K 0.04%
5,519
-497
181
$334K 0.04%
1,195
182
$333K 0.04%
3,302
+1,102
183
$332K 0.04%
4,978
+659
184
$332K 0.04%
+1,559
185
$331K 0.04%
1,959
+231
186
$330K 0.04%
17,773
-1,574
187
$330K 0.04%
998
+179
188
$325K 0.04%
802
-324
189
$325K 0.04%
1,091
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190
$324K 0.04%
22,912
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191
$323K 0.04%
12,412
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192
$323K 0.04%
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193
$321K 0.04%
2,958
194
$320K 0.04%
+20,335
195
$317K 0.04%
7,331
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196
$316K 0.04%
1,316
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197
$316K 0.04%
7,879
-1,454
198
$315K 0.04%
3,457
+1,445
199
$314K 0.04%
2,335
+711
200
$313K 0.04%
1,506
+3
6 7
8
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