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
$221M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$37.9M
3
+$27.9M
4
ADM icon
Archer Daniels Midland
ADM
+$9.57M
5
MFSF
MutualFirst Financial Inc
MFSF
+$1.45M

Top Sells

No sells this quarter

Sector Composition

1 Materials 56.41%
2 Consumer Staples 4.55%
3 Financials 1.76%
4 Technology 0.91%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$329K 0.15%
+1,912
27
$327K 0.15%
+2,426
28
$327K 0.15%
+1,853
29
$316K 0.14%
+12,647
30
$284K 0.13%
+5,360
31
$282K 0.13%
+3,906
32
$274K 0.12%
+2,338
33
$270K 0.12%
+1,932
34
$261K 0.12%
+6,604
35
$258K 0.12%
+42,000
36
$258K 0.12%
+2,527
37
$251K 0.11%
+489
38
$251K 0.11%
+4,527
39
$242K 0.11%
+2,017
40
$235K 0.11%
+4,826
41
$229K 0.1%
+1,828
42
$228K 0.1%
+3,191
43
$223K 0.1%
+12,138
44
$208K 0.09%
+1,686
45
$159K 0.07%
+1,452
46
$142K 0.06%
+4,381
47
$133K 0.06%
+2,460
48
$103K 0.05%
+1,175
49
$91K 0.04%
+1,800
50
$88K 0.04%
+592
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