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
$747M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Sells

1 +$667K
2 +$457K
3 +$398K
4
NXPI icon
NXP Semiconductors
NXPI
+$329K
5
LRCX icon
Lam Research
LRCX
+$278K

Sector Composition

1 Materials 3.95%
2 Technology 2.81%
3 Financials 1.49%
4 Healthcare 1.47%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$102K 0.01%
+1,672
202
$100K 0.01%
500
-11
203
$100K 0.01%
527
-58
204
$93.2K 0.01%
28,756
-2,740
205
$92.6K 0.01%
1,312
+10
206
$91.1K 0.01%
1,373
207
$89.1K 0.01%
237
-44
208
$82.1K 0.01%
908
209
$79.3K 0.01%
676
210
$78.8K 0.01%
25,251
211
$77.6K 0.01%
1,247
212
$77.4K 0.01%
14,102
+371
213
$77.3K 0.01%
703
214
$73.2K 0.01%
11,837
+574
215
$69.1K 0.01%
2,889
216
$68.7K 0.01%
453
217
$68K 0.01%
1,928
218
$58.8K 0.01%
266
219
$55.8K 0.01%
178
220
$53.6K 0.01%
1,183
221
$52.3K 0.01%
1,100
222
$50.6K 0.01%
843
223
$47.3K 0.01%
482
-2
224
$46.1K 0.01%
120
225
$45.6K 0.01%
481
+462