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
$563M
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$44.2M
2 +$15.5M
3 +$8.53M
4
DOW icon
Dow Inc
DOW
+$3.72M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.39M

Sector Composition

1 Materials 5.67%
2 Technology 1.51%
3 Healthcare 0.83%
4 Financials 0.58%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,639