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
$124M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.62M
3
+$469K
4
NWBI icon
Northwest Bancshares
NWBI
+$430K
5
LKFN icon
Lakeland Financial Corp
LKFN
+$306K

Top Sells

1
+$3.56M
2
+$1.95M
3
+$1.58M
4
VFMF icon
Vanguard US Multifactor ETF
VFMF
+$1.21M
5
KO icon
Coca-Cola
KO
+$362K

Sector Composition

1 Materials 42.42%
2 Technology 1.97%
3 Financials 1.3%
4 Healthcare 0.96%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$244K 0.2%
4,084
27
$233K 0.19%
1,656
-193
28
$225K 0.18%
4,535
-196
29
$221K 0.18%
14,222
-6,372
30
$206K 0.17%
+5,163
31
$164K 0.13%
4,599
+763
32
$152K 0.12%
4,455
33
$150K 0.12%
2,865
+2
34
$149K 0.12%
3,013
+513
35
$148K 0.12%
45,379
+1,652
36
$134K 0.11%
1,053
37
$131K 0.11%
2,839
+418
38
$114K 0.09%
2,842
+1,057
39
$113K 0.09%
2,188
+1,080
40
$111K 0.09%
4,046
-12,801
41
$111K 0.09%
3,786
+3,760
42
$108K 0.09%
829
43
$91K 0.07%
907
44
$70K 0.06%
1,413
+1,403
45
$53K 0.04%
668
46
$45K 0.04%
234
47
$42K 0.03%
514
-395
48
$40K 0.03%
1,012
49
$36K 0.03%
+710
50
$35K 0.03%
201
-405
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2
3 4