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
51
$40K 0.03%
644
+40
52
$39K 0.03%
478
+18
53
$37K 0.03%
710
54
$36K 0.03%
811
55
$32K 0.02%
173
-28
56
$32K 0.02%
215
57
$31K 0.02%
+414
58
$31K 0.02%
138
-27
59
$21K 0.02%
+1,368
60
$21K 0.02%
870
+405
61
$18K 0.01%
1,154
62
$15K 0.01%
+252
63
$14K 0.01%
+125
64
$14K 0.01%
+326
65
$11K 0.01%
+185
66
$11K 0.01%
+73
67
$11K 0.01%
+112
68
$8K 0.01%
+50
69
$6K ﹤0.01%
+42
70
$5K ﹤0.01%
+34
71
$5K ﹤0.01%
+45
72
$5K ﹤0.01%
+53
73
$4K ﹤0.01%
+53
74
$3K ﹤0.01%
+27
75
$2K ﹤0.01%
+11
1 2
3
4