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
$136M
AUM Growth
+$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$432K
2
+$363K
3
+$273K
4
RTX icon
RTX Corp
RTX
+$241K
5
LKFN icon
Lakeland Financial Corp
LKFN
+$218K

Top Sells

1
+$12.3M
2
+$7.48M
3
+$732K
4
DD icon
DuPont de Nemours
DD
+$316K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$212K

Sector Composition

1 Materials 44.82%
2 Technology 2.39%
3 Healthcare 1.1%
4 Financials 0.94%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$273K 0.2%
+16,984
27
$272K 0.2%
1,729
+62
28
$260K 0.19%
6,848
-10
29
$257K 0.19%
1,721
30
$248K 0.18%
5,163
-24
31
$241K 0.18%
+3,368
32
$238K 0.17%
4,429
-27
33
$227K 0.17%
4,598
+63
34
$218K 0.16%
+4,075
35
$217K 0.16%
4,749
36
$216K 0.16%
1,228
-517
37
$203K 0.15%
4,084
38
$176K 0.13%
3,023
39
$172K 0.13%
+4,826
40
$171K 0.13%
5,862
+112
41
$169K 0.12%
1,053
-99
42
$168K 0.12%
+7,860
43
$148K 0.11%
418
-385
44
$145K 0.11%
2,643
-196
45
$142K 0.1%
45,379
46
$141K 0.1%
829
-62
47
$140K 0.1%
2,188
-512
48
$135K 0.1%
4,046
-2,400
49
$134K 0.1%
2,842
50
$109K 0.08%
2,103
+10
1
2
3 4