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
51
$103K 0.08%
907
-128
52
$69K 0.05%
668
-264
53
$56K 0.04%
234
54
$47K 0.03%
1,012
55
$46K 0.03%
478
56
$46K 0.03%
646
+2
57
$45K 0.03%
514
58
$43K 0.03%
710
59
$42K 0.03%
819
+8
60
$42K 0.03%
215
61
$40K 0.03%
138
62
$38K 0.03%
2,134
+766
63
$37K 0.03%
173
64
$36K 0.03%
414
65
$23K 0.02%
1,154
66
$23K 0.02%
1,146
+1,086
67
$16K 0.01%
326
68
$14K 0.01%
465
-405
69
$7K 0.01%
+232
70
$6K ﹤0.01%
+93
71
$6K ﹤0.01%
45
72
$6K ﹤0.01%
53
73
$5K ﹤0.01%
+32
74
$3K ﹤0.01%
27
75
$3K ﹤0.01%
+166
1 2
3
4