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
$221M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$37.9M
3
+$27.9M
4
ADM icon
Archer Daniels Midland
ADM
+$9.57M
5
MFSF
MutualFirst Financial Inc
MFSF
+$1.45M

Top Sells

No sells this quarter

Sector Composition

1 Materials 56.41%
2 Consumer Staples 4.55%
3 Financials 1.76%
4 Technology 0.91%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$124M 56.4%
+865,850
2
$37.9M 17.2%
+276,362
3
$27.9M 12.64%
+2,592,972
4
$9.57M 4.34%
+238,819
5
$1.45M 0.66%
+37,567
6
$1.32M 0.6%
+41,763
7
$1.2M 0.54%
+16,601
8
$1.09M 0.49%
+4,080
9
$946K 0.43%
+22,352
10
$929K 0.42%
+10,996
11
$797K 0.36%
+9,524
12
$676K 0.31%
+3,411
13
$613K 0.28%
+12,402
14
$556K 0.25%
+1,884
15
$544K 0.25%
+18,510
16
$526K 0.24%
+6,286
17
$488K 0.22%
+22,000
18
$468K 0.21%
+8,559
19
$442K 0.2%
+5,169
20
$433K 0.2%
+2,202
21
$413K 0.19%
+8,527
22
$381K 0.17%
+3,407
23
$345K 0.16%
+2,943
24
$344K 0.16%
+7,460
25
$331K 0.15%
+2,666
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