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
$99.5M
AUM Growth
-$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$2.49M
2 +$1.57M
3 +$1.11M
4
LNC icon
Lincoln National
LNC
+$256K
5
JPM icon
JPMorgan Chase
JPM
+$245K

Sector Composition

1 Materials 37.24%
2 Technology 1.98%
3 Healthcare 1.08%
4 Financials 0.71%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-283
102
-232
103
-167
104
-40
105
-3,500
106
-1,670