SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.79M
3
+$4.18M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.22M

Top Sells

1
+$979K
2
+$695K
3
+$439K
4
TXN icon
Texas Instruments
TXN
+$389K
5
MSFT icon
Microsoft
MSFT
+$387K

Sector Composition

1 Technology 6.06%
2 Healthcare 2.75%
3 Materials 2.66%
4 Financials 2.46%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$259K 0.03%
6,046
202
$257K 0.03%
7,154
+400
203
$255K 0.03%
1,340
204
$254K 0.03%
59,171
-3,077
205
$253K 0.03%
2,580
-212
206
$252K 0.03%
6,821
-6,748
207
$251K 0.03%
7,912
+829
208
$251K 0.03%
4,069
+1,688
209
$247K 0.03%
+2,803
210
$246K 0.03%
+9,714
211
$245K 0.03%
802
-18
212
$245K 0.03%
+3,466
213
$244K 0.03%
1,728
+113
214
$242K 0.03%
+4,372
215
$242K 0.03%
+2,200
216
$242K 0.03%
43,837
+1,176
217
$241K 0.03%
+6,363
218
$240K 0.03%
1,391
219
$239K 0.03%
5,743
-213
220
$238K 0.03%
+2,821
221
$236K 0.03%
2,414
+17
222
$236K 0.03%
+3,967
223
$235K 0.03%
+6,719
224
$235K 0.03%
5,342
+259
225
$234K 0.03%
+7,065
7 8
9
10 11