SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.18M
3
+$1.37M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M

Top Sells

1
+$10.7M
2
+$1.86M
3
+$1.21M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$605K
5
PANW icon
Palo Alto Networks
PANW
+$518K

Sector Composition

1 Technology 7.39%
2 Financials 2.73%
3 Healthcare 2.56%
4 Consumer Discretionary 2.16%
5 Materials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$311K 0.03%
20,094
+1,891
202
$308K 0.03%
83
+22
203
$308K 0.03%
944
-70
204
$307K 0.03%
15,051
+5,337
205
$307K 0.03%
4,444
-656
206
$306K 0.03%
10,659
+4,115
207
$305K 0.03%
4,251
+127
208
$305K 0.03%
1,332
+5
209
$303K 0.03%
2,923
+325
210
$302K 0.03%
2,432
+18
211
$302K 0.03%
+2,348
212
$301K 0.03%
3,302
+416
213
$300K 0.03%
3,952
-260
214
$300K 0.03%
+968
215
$295K 0.03%
+1,355
216
$293K 0.03%
17,496
+7,327
217
$292K 0.03%
507
-414
218
$292K 0.03%
583
-82
219
$290K 0.03%
812
-10
220
$287K 0.03%
+1,269
221
$286K 0.03%
6,500
-739
222
$284K 0.03%
6,545
+182
223
$280K 0.03%
5,811
-235
224
$279K 0.03%
33,645
+6,624
225
$278K 0.03%
+2,184
7 8
9
10 11