SFC

SYM Financial Corp Portfolio holdings

AUM $935M
1-Year Est. Return 12.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.99%
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
76
$9K ﹤0.01%
+100
77
$7K ﹤0.01%
+119
78
$4K ﹤0.01%
+28
79
$3K ﹤0.01%
27
80
$3K ﹤0.01%
36
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