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
$134M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$285K
2
+$273K
3
+$227K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$217K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$212K

Top Sells

1
+$1.06M
2
+$430K
3
+$332K
4
LKFN icon
Lakeland Financial Corp
LKFN
+$306K
5
MSFT icon
Microsoft
MSFT
+$56K

Sector Composition

1 Materials 43.08%
2 Technology 1.94%
3 Healthcare 1%
4 Financials 0.54%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$224K 0.17%
4,535
27
$217K 0.16%
+1,686
28
$212K 0.16%
+4,080
29
$211K 0.16%
4,084
30
$211K 0.16%
2,193
-533
31
$208K 0.16%
8,897
32
$205K 0.15%
6,858
+95
33
$194K 0.15%
6,446
+2,400
34
$177K 0.13%
4,749
+150
35
$169K 0.13%
5,750
+1,964
36
$169K 0.13%
1,152
+99
37
$166K 0.12%
3,058
+193
38
$156K 0.12%
2,700
+512
39
$156K 0.12%
3,023
+10
40
$138K 0.1%
4,456
+1
41
$133K 0.1%
2,839
42
$129K 0.1%
891
+62
43
$115K 0.09%
2,842
44
$109K 0.08%
1,035
+128
45
$105K 0.08%
2,093
+680
46
$104K 0.08%
45,379
47
$81K 0.06%
932
+264
48
$51K 0.04%
234
49
$43K 0.03%
1,012
50
$43K 0.03%
514
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