SFC
SYM Financial Corp Portfolio holdings
AUM
$893M
This Quarter Return
+3.5%
1 Year Return
+14%
3 Year Return
+41.34%
5 Year Return
+70.11%
10 Year Return
–
AUM
$221M
AUM Growth
–
Cap. Flow
+$221M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
93.72%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
DuPont de Nemours
DD
|
$124M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$37.9M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$27.9M |
| 4 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $1K | ﹤0.01% |
+9
| New | +$1K |
|