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
$627M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$4.35M
2 +$3.07M
3 +$2.76M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.31M
5
AAPL icon
Apple
AAPL
+$1.28M

Sector Composition

1 Materials 4.54%
2 Technology 2.93%
3 Healthcare 1.54%
4 Financials 1.39%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$54K 0.01%
266
-14
202
$53.7K 0.01%
+11,263
203
$52.8K 0.01%
178
204
$51.7K 0.01%
+1,363
205
$50.9K 0.01%
+1,225
206
$50.3K 0.01%
1,100
207
$48.6K 0.01%
1,183
208
$46.6K 0.01%
843
209
$45.5K 0.01%
+1,297
210
$44.9K 0.01%
484
211
$44.9K 0.01%
120
+33
212
$43.4K 0.01%
199
+19
213
$38K 0.01%
+1,086
214
$36.7K 0.01%
140
215
$35.1K 0.01%
894
216
$33K 0.01%
250
217
$32.9K 0.01%
1,413
-3,255
218
$32.4K 0.01%
554
+99
219
$31.5K 0.01%
+1,066
220
$30.4K ﹤0.01%
+1,380
221
$29.9K ﹤0.01%
388
+17
222
$28.1K ﹤0.01%
+442
223
$26.2K ﹤0.01%
+334
224
$26K ﹤0.01%
627
225
$24.4K ﹤0.01%
+287