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
$124M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.6M
2 +$2.62M
3 +$469K
4
NWBI icon
Northwest Bancshares
NWBI
+$430K
5
LKFN icon
Lakeland Financial Corp
LKFN
+$306K

Top Sells

1 +$3.56M
2 +$1.95M
3 +$1.58M
4
VFMF icon
Vanguard US Multifactor ETF
VFMF
+$1.21M
5
KO icon
Coca-Cola
KO
+$362K

Sector Composition

1 Materials 42.42%
2 Technology 1.97%
3 Financials 1.3%
4 Healthcare 0.96%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,386