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
$134M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$285K
2
+$273K
3
+$227K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$217K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$212K

Top Sells

1
+$1.06M
2
+$430K
3
+$332K
4
LKFN icon
Lakeland Financial Corp
LKFN
+$306K
5
MSFT icon
Microsoft
MSFT
+$56K

Sector Composition

1 Materials 43.08%
2 Technology 1.94%
3 Healthcare 1%
4 Financials 0.54%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2K ﹤0.01%
+21
77
$2K ﹤0.01%
+11
78
$1K ﹤0.01%
+7
79
$1K ﹤0.01%
+8
80
$1K ﹤0.01%
+9
81
$1K ﹤0.01%
+60
82
$1K ﹤0.01%
+26
83
$1K ﹤0.01%
+44
84
– –
-42,069
85
– –
-308
86
– –
-118
87
– –
-140
88
– –
-270
89
– –
-34
90
– –
-165
91
$0 ﹤0.01%
+1
92
– –
-6,565
1 2 3
4