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
$251M
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$87.5M
2
+$5.13M
3
+$3.28M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$2.51M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.32M

Top Sells

1
+$2.79M
2
+$958K
3
+$914K
4
LKFN icon
Lakeland Financial Corp
LKFN
+$803K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$605K

Sector Composition

1 Materials 28.68%
2 Healthcare 0.63%
3 Technology 0.52%
4 Energy 0.27%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$336K 0.13%
2,606
-1,368
27
$275K 0.11%
12,766
-7,224
28
$266K 0.11%
+2,437
29
$263K 0.1%
+12,338
30
$259K 0.1%
+16,131
31
$258K 0.1%
5,705
+5,565
32
$255K 0.1%
1,945
33
$250K 0.1%
10,565
34
$241K 0.1%
+2,407
35
$239K 0.1%
+8,532
36
$236K 0.09%
944
-1,650
37
$228K 0.09%
+4,706
38
$221K 0.09%
42,352
+15,803
39
$221K 0.09%
3,846
40
$212K 0.08%
+1,746
41
$201K 0.08%
1,848
-1,527
42
$201K 0.08%
4,284
-5,403
43
$189K 0.08%
3,722
+1,934
44
$154K 0.06%
3,144
45
$146K 0.06%
2,862
+675
46
$143K 0.06%
3,953
+241
47
$130K 0.05%
1,219
-5,675
48
$128K 0.05%
770
49
$124K 0.05%
2,844
+7
50
$110K 0.04%
793
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