We are live on ! Find out more
SFC

SYM Financial Corp Portfolio holdings

AUM $1B
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$935M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.25M
3
+$2.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.01M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.74M

Top Sells

1
+$3.93M
2
+$1.92M
3
+$1.6M
4
AMZN icon
Amazon
AMZN
+$1.44M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.24M

Sector Composition

1 Technology 6.75%
2 Financials 2.75%
3 Healthcare 2.32%
4 Consumer Discretionary 1.83%
5 Materials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$327K 0.04%
23,105
+193
202
$326K 0.03%
1,155
-1,574
203
$320K 0.03%
3,356
+54
204
$319K 0.03%
1,294
+50
205
$316K 0.03%
5,950
-2,729
206
$315K 0.03%
8,842
+4,938
207
$315K 0.03%
631
+46
208
$313K 0.03%
3,244
+694
209
$312K 0.03%
7,688
-191
210
$311K 0.03%
1,385
+30
211
$309K 0.03%
1,893
-2,178
212
$309K 0.03%
3,197
+47
213
$308K 0.03%
589
-249
214
$308K 0.03%
675
-269
215
$306K 0.03%
4,024
+80
216
$305K 0.03%
816
+4
217
$305K 0.03%
11,981
+1,263
218
$302K 0.03%
17,496
219
$300K 0.03%
2,586
+120
220
$300K 0.03%
5,880
+1,313
221
$296K 0.03%
+1,749
222
$296K 0.03%
7,564
-11,216
223
$294K 0.03%
5,699
-112
224
$293K 0.03%
43,768
+841
225
$293K 0.03%
3,884
-560
7 8
9
10 11