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
$251M
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$2.79M
2 +$958K
3 +$914K
4
LKFN icon
Lakeland Financial Corp
LKFN
+$803K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$605K

Sector Composition

1 Materials 28.68%
2 Healthcare 0.63%
3 Technology 0.52%
4 Energy 0.27%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-514
102
-1,845
103
-1,964
104
-6,000
105
-6,709