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
$178M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$914K
3
+$598K
4
LKFN icon
Lakeland Financial Corp
LKFN
+$506K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$480K

Top Sells

1
+$2.21M
2
+$388K
3
+$207K
4
GE icon
GE Aerospace
GE
+$67.6K
5
DD icon
DuPont de Nemours
DD
+$47.6K

Sector Composition

1 Materials 48.53%
2 Healthcare 1.8%
3 Technology 1.75%
4 Financials 1.23%
5 Energy 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$326K 0.18%
+1,834
27
$322K 0.18%
+7,705
28
$297K 0.17%
+4,638
29
$293K 0.16%
1,945
30
$291K 0.16%
3,846
31
$287K 0.16%
16,068
32
$270K 0.15%
+2,313
33
$264K 0.15%
+4,706
34
$255K 0.14%
10,565
35
$253K 0.14%
8,999
36
$251K 0.14%
+3,715
37
$251K 0.14%
1,964
-370
38
$247K 0.14%
6,709
+6
39
$222K 0.12%
+3,732
40
$206K 0.12%
+2,799
41
$205K 0.11%
+4,572
42
$204K 0.11%
+1,845
43
$201K 0.11%
3,712
-1,248
44
$177K 0.1%
3,144
45
$168K 0.09%
26,549
46
$156K 0.09%
770
47
$155K 0.09%
3,557
48
$151K 0.08%
2,837
+7
49
$128K 0.07%
793
50
$128K 0.07%
2,187
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