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
1
$243M 26.04%
6,696,421
+81,862
2
$104M 11.12%
2,430,454
+41,730
3
$95.6M 10.23%
547,508
+19,089
4
$82.9M 8.87%
252,641
-6,092
5
$80.7M 8.63%
3,489,138
+203,460
6
$26.4M 2.82%
1,025,040
+3,265
7
$16.8M 1.8%
228,642
-15,653
8
$12.6M 1.35%
550,187
+1,294
9
$12.5M 1.34%
49,201
-4,527
10
$11.9M 1.28%
125,171
-11,067
11
$11.6M 1.25%
62,396
-22,553
12
$10.7M 1.15%
20,701
-2,235
13
$9.68M 1.04%
110,892
14
$8.46M 0.91%
61,408
+1,192
15
$5.93M 0.63%
99,025
+34,473
16
$5.36M 0.57%
24,418
-6,357
17
$5.17M 0.55%
112,983
+2,296
18
$5.08M 0.54%
42,373
+2,563
19
$4.87M 0.52%
6,386
+230
20
$4.59M 0.49%
13,904
-2,752
21
$3.98M 0.43%
16,360
+6,058
22
$3.86M 0.41%
5,257
-2,145
23
$3.84M 0.41%
152,692
-10,968
24
$3.46M 0.37%
10,970
+862
25
$3.32M 0.35%
23,610
+10
1
2 3 4 5