SFC
SYM Financial Corp Portfolio holdings
AUM
$893M
1-Year Return
14%
This Quarter Return
+30.39%
1 Year Return
+14%
3 Year Return
+41.34%
5 Year Return
+70.11%
10 Year Return
–
AUM
$124M
AUM Growth
+$24.5M
(+25%)
Cap. Flow
-$2.63M
Cap. Flow
% of AUM
-2.12%
Top 10 Holdings %
Top 10 Hldgs %
92.22%
Holding
76
New
7
Increased
17
Reduced
15
Closed
13
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$3.6M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$2.62M |
| 3 |
iShares Global Equity Factor ETF
GLOF
|
$469K |
| 4 |
Northwest Bancshares
NWBI
|
$430K |
| 5 |
Lakeland Financial Corp
LKFN
|
$306K |
Top Sells
| 1 |
Vanguard Total World Stock ETF
VT
|
$3.56M |
| 2 |
WisdomTree International Multifactor Fund
DWMF
|
$1.95M |
| 3 |
iShares MSCI USA Value Factor ETF
VLUE
|
$1.58M |
| 4 |
Vanguard US Multifactor ETF
VFMF
|
$1.21M |
| 5 |
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% |