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
$774M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.13M
3
+$6.27M
4
MSFT icon
Microsoft
MSFT
+$5.93M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$5.51M

Top Sells

1
+$4.07M
2
+$3.92M
3
+$3.8M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$3.79M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.78M

Sector Composition

1 Technology 6.75%
2 Materials 3.04%
3 Financials 2.44%
4 Consumer Discretionary 2.19%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$232K 0.03%
2,032
+67
202
$230K 0.03%
+996
203
$230K 0.03%
+945
204
$230K 0.03%
3,791
+507
205
$230K 0.03%
17,274
+1,149
206
$229K 0.03%
+505
207
$228K 0.03%
+1,632
208
$227K 0.03%
+3,696
209
$227K 0.03%
+1,196
210
$227K 0.03%
963
+16
211
$222K 0.03%
+875
212
$222K 0.03%
+5,956
213
$218K 0.03%
+3,806
214
$217K 0.03%
+724
215
$217K 0.03%
+3,583
216
$216K 0.03%
1,043
217
$215K 0.03%
1,663
-81
218
$215K 0.03%
4,269
-182
219
$215K 0.03%
+2,948
220
$215K 0.03%
+67
221
$214K 0.03%
6,754
-846
222
$214K 0.03%
1,553
+170
223
$212K 0.03%
1,142
-153
224
$211K 0.03%
434
+23
225
$211K 0.03%
1,602
+176
7 8
9
10 11