SFC
SYM Financial Corp Portfolio holdings
AUM
$893M
This Quarter Return
-1.71%
1 Year Return
+14%
3 Year Return
+41.34%
5 Year Return
+70.11%
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(-3.9%)
Cap. Flow
-$3.38M
Cap. Flow
% of AUM
-2.26%
Top 10 Holdings %
Top 10 Hldgs %
92.52%
Holding
76
New
5
Increased
15
Reduced
20
Closed
11
Top Buys
| 1 |
TCF
TCF Financial Corporation Common Stock
TCF
|
$472K |
| 2 |
Coca-Cola
KO
|
$470K |
| 3 |
DuPont de Nemours
DD
|
$299K |
| 4 |
Intel
INTC
|
$225K |
| 5 |
Lockheed Martin
LMT
|
$224K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.98M |
| 2 |
Eli Lilly
LLY
|
$475K |
| 3 |
AT&T
T
|
$324K |
| 4 |
3M
MMM
|
$312K |
| 5 |
SNDS
SUSTAINABLE NORTH AMERICAN OIL SANDS ETF
SNDS
|
$289K |
Sector Composition
| 1 | Materials | 44.46% |
| 2 | Technology | 1.33% |
| 3 | Healthcare | 0.74% |
| 4 | Financials | 0.46% |
| 5 | Consumer Staples | 0.45% |