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

Top Buys

1
+$432K
2
+$363K
3
+$273K
4
RTX icon
RTX Corp
RTX
+$241K
5
LKFN icon
Lakeland Financial Corp
LKFN
+$218K

Top Sells

1
+$12.3M
2
+$7.48M
3
+$732K
4
DD icon
DuPont de Nemours
DD
+$316K
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
– –
-34
82
$0 ﹤0.01%
+5
83
$0 ﹤0.01%
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84
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85
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4