SFC

SYM Financial Corp Portfolio holdings

AUM $973M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
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
+$911K
3
+$602K
4
LKFN icon
Lakeland Financial Corp
LKFN
+$532K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$470K

Top Sells

1
+$2.17M
2
+$388K
3
+$207K
4
GE icon
GE Aerospace
GE
+$76.9K
5
DD icon
DuPont de Nemours
DD
+$50.3K

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
76
$17K 0.01%
+202
77
$15K 0.01%
116
78
$13K 0.01%
119
79
$7K ﹤0.01%
140
80
$4K ﹤0.01%
27
81
$4K ﹤0.01%
36
82
– –
-8,360
83
– –
-1,746
84
– –
-212
1 2 3
4