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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
$1B
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.91M
3
+$2.69M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.51M
5
URTH icon
iShares MSCI World ETF
URTH
+$984K

Top Sells

1
+$3.6M
2
+$785K
3
+$398K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$393K
5
ORCL icon
Oracle
ORCL
+$360K

Sector Composition

1 Technology 6.04%
2 Financials 2.82%
3 Materials 2.81%
4 Healthcare 2.4%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VO icon
201
Vanguard Mid-Cap ETF
VO
$104B
$338K 0.03%
4,708
GSK icon
202
GSK
GSK
$106B
$336K 0.03%
6,088
+48
GLOF icon
203
iShares Global Equity Factor ETF
GLOF
$210M
$334K 0.03%
6,415
+716
ICE icon
204
Intercontinental Exchange
ICE
$79.5B
$334K 0.03%
2,124
-63
MTUM icon
205
iShares MSCI USA Momentum Factor ETF
MTUM
$27.2B
$331K 0.03%
1,381
MMM icon
206
3M
MMM
$82.6B
$330K 0.03%
2,273
-793
EQIX icon
207
Equinix
EQIX
$104B
$329K 0.03%
+336
UAL icon
208
United Airlines
UAL
$37.5B
$322K 0.03%
3,497
+113
ROL icon
209
Rollins
ROL
$22.7B
$317K 0.03%
5,942
-540
IVW icon
210
iShares S&P 500 Growth ETF
IVW
$73.2B
$316K 0.03%
2,796
-55
TGT icon
211
Target
TGT
$61.4B
$316K 0.03%
+2,608
TOTL icon
212
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.16B
$313K 0.03%
7,866
+123
FERG icon
213
Ferguson
FERG
$44.6B
$311K 0.03%
1,335
-13
DIS icon
214
Walt Disney
DIS
$174B
$310K 0.03%
3,221
-132
MRSH
215
Marsh
MRSH
$81.3B
$310K 0.03%
1,789
+379
EME icon
216
Emcor
EME
$36.6B
$310K 0.03%
420
+53
MKTX icon
217
MarketAxess Holdings
MKTX
$4.3B
$309K 0.03%
1,874
-275
BNY
218
Bank of New York Mellon
BNY
$98.8B
$308K 0.03%
2,593
+282
EXPE icon
219
Expedia Group
EXPE
$27B
$305K 0.03%
1,322
-273
KR icon
220
Kroger
KR
$39.9B
$302K 0.03%
4,180
-125
TMUS icon
221
T-Mobile US
TMUS
$205B
$302K 0.03%
+1,439
TAK icon
222
Takeda Pharmaceutical
TAK
$50.3B
$299K 0.03%
16,170
+168
WAB icon
223
Wabtec
WAB
$45B
$299K 0.03%
1,197
-1
TXT icon
224
Textron
TXT
$16.1B
$297K 0.03%
3,387
+30
BBVA icon
225
Banco Bilbao Vizcaya Argentaria
BBVA
$130B
$296K 0.03%
13,671
7 8
9
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