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
$178M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$914K
3
+$598K
4
LKFN icon
Lakeland Financial Corp
LKFN
+$506K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$480K

Top Sells

1
+$2.21M
2
+$388K
3
+$207K
4
GE icon
GE Aerospace
GE
+$67.6K
5
DD icon
DuPont de Nemours
DD
+$47.6K

Sector Composition

1 Materials 48.53%
2 Healthcare 1.8%
3 Technology 1.75%
4 Financials 1.23%
5 Energy 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$86.6M 48.52%
667,135
-367
2
$41.2M 23.11%
275,454
3
$28.2M 15.81%
2,404,962
-188,010
4
$1.59M 0.89%
49,608
5
$1.27M 0.71%
7,523
+7,150
6
$1.1M 0.62%
10,279
+1
7
$956K 0.54%
16,932
+5,788
8
$914K 0.51%
+2,487
9
$845K 0.47%
11,378
+20
10
$812K 0.46%
7,104
+2,586
11
$803K 0.45%
17,274
+10,878
12
$754K 0.42%
2,594
+1,650
13
$727K 0.41%
6,894
+5,675
14
$690K 0.39%
8,120
+2,355
15
$549K 0.31%
3,974
+1,794
16
$507K 0.28%
19,990
+7,440
17
$458K 0.26%
9,687
+5,603
18
$413K 0.23%
3,375
+1,492
19
$411K 0.23%
+5,604
20
$407K 0.23%
+3,607
21
$401K 0.22%
+851
22
$393K 0.22%
+8,087
23
$379K 0.21%
2,153
24
$342K 0.19%
+2,278
25
$339K 0.19%
+3,032
1
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