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
$221M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$37.9M
3
+$27.9M
4
ADM icon
Archer Daniels Midland
ADM
+$9.57M
5
MFSF
MutualFirst Financial Inc
MFSF
+$1.45M

Top Sells

No sells this quarter

Sector Composition

1 Materials 56.41%
2 Consumer Staples 4.55%
3 Financials 1.76%
4 Technology 0.91%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$86K 0.04%
+5,022
52
$74K 0.03%
+750
53
$64K 0.03%
+600
54
$61K 0.03%
+1,026
55
$57K 0.03%
+373
56
$51K 0.02%
+568
57
$42K 0.02%
+1,108
58
$41K 0.02%
+1,079
59
$41K 0.02%
+221
60
$34K 0.02%
+19,000
61
$27K 0.01%
+6,000
62
$20K 0.01%
+424
63
$19K 0.01%
+594
64
$18K 0.01%
+143
65
$18K 0.01%
+127
66
$16K 0.01%
+563
67
$15K 0.01%
+246
68
$13K 0.01%
+120
69
$9K ﹤0.01%
+61
70
$7K ﹤0.01%
+82
71
$6K ﹤0.01%
+57
72
$3K ﹤0.01%
+20
73
$2K ﹤0.01%
+18
74
$1K ﹤0.01%
+12
75
$1K ﹤0.01%
+23
1 2
3
4