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
$178M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$914K
3
+$598K
4
LKFN icon
Lakeland Financial Corp
LKFN
+$506K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$480K

Top Sells

1
+$2.21M
2
+$388K
3
+$207K
4
GE icon
GE Aerospace
GE
+$67.6K
5
DD icon
DuPont de Nemours
DD
+$47.6K

Sector Composition

1 Materials 48.53%
2 Healthcare 1.8%
3 Technology 1.75%
4 Financials 1.23%
5 Energy 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$123K 0.07%
1,053
52
$122K 0.07%
829
53
$103K 0.06%
3,370
54
$97K 0.05%
1,788
55
$96K 0.05%
3,498
+1,300
56
$90K 0.05%
1,800
57
$89K 0.05%
1,024
58
$86K 0.05%
2,745
59
$86K 0.05%
907
60
$72K 0.04%
1,674
-807
61
$72K 0.04%
514
62
$55K 0.03%
552
63
$49K 0.03%
1,108
64
$48K 0.03%
1,154
65
$45K 0.03%
367
66
$45K 0.03%
668
67
$43K 0.02%
1,012
68
$42K 0.02%
460
69
$40K 0.02%
1,079
70
$36K 0.02%
234
71
$35K 0.02%
401
72
$35K 0.02%
165
73
$25K 0.01%
774
74
$22K 0.01%
276
+2
75
$22K 0.01%
6,000
1 2
3
4