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

Top Buys

1
+$3.39M
2
+$2.47M
3
+$447K
4
NWBI icon
Northwest Bancshares
NWBI
+$433K
5
LKFN icon
Lakeland Financial Corp
LKFN
+$268K

Top Sells

1
+$3.35M
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
– –
-21,384
1 2 3
4