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
$136M
AUM Growth
+$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$396K
2
+$343K
3
+$258K
4
RTX icon
RTX Corp
RTX
+$221K
5
LKFN icon
Lakeland Financial Corp
LKFN
+$207K

Top Sells

1
+$11.5M
2
+$7.48M
3
+$733K
4
DD icon
DuPont de Nemours
DD
+$278K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$212K

Sector Composition

1 Materials 44.82%
2 Technology 2.39%
3 Healthcare 1.1%
4 Financials 0.94%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2K ﹤0.01%
21
77
$1K ﹤0.01%
7
78
$1K ﹤0.01%
8
79
$1K ﹤0.01%
9
80
– –
-259,780
81
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-34
82
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83
$0 ﹤0.01%
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84
$0 ﹤0.01%
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85
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4