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
$251M
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$87.5M
2
+$5.13M
3
+$3.28M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$2.51M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.32M

Top Sells

1
+$2.79M
2
+$958K
3
+$914K
4
LKFN icon
Lakeland Financial Corp
LKFN
+$803K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$605K

Sector Composition

1 Materials 28.68%
2 Healthcare 0.63%
3 Technology 0.52%
4 Energy 0.27%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$104K 0.04%
1,053
52
$100K 0.04%
829
53
$86K 0.03%
1,800
54
$79K 0.03%
915
+8
55
$65K 0.03%
1,674
56
$56K 0.02%
1,476
+368
57
$50K 0.02%
373
-7,150
58
$45K 0.02%
1,878
-1,620
59
$42K 0.02%
514
-510
60
$40K 0.02%
1,012
61
$38K 0.02%
668
62
$36K 0.01%
1,154
63
$35K 0.01%
460
64
$34K 0.01%
350
-17
65
$33K 0.01%
+315
66
$32K 0.01%
193
+28
67
$31K 0.01%
234
68
$28K 0.01%
401
69
$24K 0.01%
+330
70
$24K 0.01%
774
71
$18K 0.01%
+79
72
$18K 0.01%
277
+1
73
$15K 0.01%
+324
74
$14K 0.01%
202
75
$12K ﹤0.01%
119
1 2
3
4 5