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
1
$194M 25.1%
6,648,541
+343,875
2
$83.2M 10.75%
2,367,658
+156,791
3
$82.3M 10.64%
508,789
-39
4
$70.8M 9.15%
3,079,574
+227,201
5
$68.7M 8.88%
237,100
-370
6
$20.8M 2.69%
517,891
+3,506
7
$17.7M 2.29%
780,206
+3,806
8
$13.9M 1.79%
143,044
-337
9
$12.9M 1.67%
138,083
-2,049
10
$12.2M 1.58%
48,900
+20,274
11
$12.1M 1.57%
205,783
+137,939
12
$9.66M 1.25%
71,902
+46,695
13
$9.36M 1.21%
22,215
+14,071
14
$7.79M 1.01%
110,892
15
$7.6M 0.98%
34,621
+23,278
16
$6.94M 0.9%
59,041
+1,783
17
$4.85M 0.63%
6,283
+488
18
$4.39M 0.57%
7,493
+4,954
19
$4.33M 0.56%
106,833
+1,442
20
$4.09M 0.53%
37,499
+309
21
$3.31M 0.43%
136,277
+73
22
$2.96M 0.38%
23,890
+169
23
$2.84M 0.37%
59,363
-11
24
$2.67M 0.34%
5,067
+3,674
25
$2.14M 0.28%
9,232
+224
1
2 3 4 5