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SFC

SYM Financial Corp Portfolio holdings

AUM $1B
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$935M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.25M
3
+$2.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.01M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.74M

Top Sells

1
+$3.93M
2
+$1.92M
3
+$1.6M
4
AMZN icon
Amazon
AMZN
+$1.44M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.24M

Sector Composition

1 Technology 6.75%
2 Financials 2.75%
3 Healthcare 2.32%
4 Consumer Discretionary 1.83%
5 Materials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$357K 0.04%
2,369
+21
177
$356K 0.04%
2,435
+785
178
$356K 0.04%
11,375
+321
179
$354K 0.04%
2,958
180
$353K 0.04%
1,724
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181
$352K 0.04%
1,427
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182
$350K 0.04%
+1,274
183
$348K 0.04%
23,796
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184
$348K 0.04%
6,697
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185
$347K 0.04%
14,102
-949
186
$347K 0.04%
10,640
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187
$347K 0.04%
4,159
-788
188
$344K 0.04%
2,851
-1,047
189
$340K 0.04%
+998
190
$340K 0.04%
7,538
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191
$338K 0.04%
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192
$337K 0.04%
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193
$337K 0.04%
22,330
+5,315
194
$336K 0.04%
6,080
-2,815
195
$334K 0.04%
6,375
+21
196
$333K 0.04%
4,540
-240
197
$333K 0.04%
5,018
-253
198
$331K 0.04%
20,746
+826
199
$330K 0.04%
414
+32
200
$328K 0.04%
1,533
+76
6 7
8
9 10